• No results found

SEP IRA CONTRIBUTION ALLOCATION FORM

N/A
N/A
Protected

Academic year: 2021

Share "SEP IRA CONTRIBUTION ALLOCATION FORM"

Copied!
6
0
0

Loading.... (view fulltext now)

Full text

(1)

SECTION 1: Employer Information

Employer Name

Employer Address (Required) - P.O. Box not accepted City, State, Zip Code Mailing Address - If different from above (P.O. Boxes accepted) City, State, Zip ( ) ( )

Day Phone Evening Phone E-mail Address

SECTION 2: Employer SEP Contributions

Please indicate the total amount of the contribution that you are sending with this form. $___________________________ For tax year 20____________

Please enclose a check made payable to: Crystal Strategy Funds SECTION 3: Allocation to Employee’s IRA

Identify each employee who is covered by this contribution; indicate the amount of the total contribution that goes to each employee, along with investment instructions. If the instructions are on the employee’s Crystal Strategy Funds SEP IRA Application Form (which you are sending with this form), check box A. If the contribution is for your employee’s existing Crystal Strategy Funds IRA(s), check box B and provide the information indicated.

If you need space for additional employees, please enclose an additional piece of paper.

NOTE: Crystal Strategy Funds cannot accept any contributions without investment instructions. (Even if yours is a “one person company”, please complete the section above (Employer Information) and this section providing the information required for yourself as an employee.

Employee One

Employee Name

Social Security Number Date of Birth (MM/DD/YY)

Amount of Total SEP Contribution that goes to this Employee’s IRA Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows:

IMPORTANT: This form allocates employer SEP IRA contributions to employees’ Crystal Strategy Funds SEP IRAs. Please enclose Crystal Strategy Funds IRA Application Form(s) for all employees who are opening Crystal Strategy Funds SEP IRA’s at this time.

(2)

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

Employee Two

Employee Name

Social Security Number Date of Birth (MM/DD/YY)

Amount of Total SEP Contribution that goes to this Employee’s IRA Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows: Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

Employee Three

(3)

Crystal Strategy Funds - SEP IRA CONTRIBUTION ALLOCATION FORM Page 3 Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows: Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

Employee Four

Employee Name

Social Security Number Date of Birth (MM/DD/YY)

Amount of Total SEP Contribution that goes to this Employee’s IRA Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows: Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

(4)

Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows:SECTION 3: Allocation to Employee’s IRA (continued) Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

Employee Six

Employee Name

Social Security Number Date of Birth (MM/DD/YY)

(5)

Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows: Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

Employee Seven

Employee Name

Social Security Number Date of Birth (MM/DD/YY)

Amount of Total SEP Contribution that goes to this Employee’s IRA Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows:SECTION 3: Allocation to Employee’s IRA (continued) Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

(6)

Investment Instructions

qA. Employee Crystal Strategy Funds SEP IRA Application Form enclosed; instructions therein. OR

q B. Deposit to existing employee Crystal Strategy Funds IRA Account(s) as follows: Investment Allocation

Fund Name Fund Number Ticker Amount or Percent %

Crystal Strategy Absolute Income Fund - Class A 18200 CSTFX $ %

Crystal Strategy Absolute Income Fund - Class I 18201 CSTNX $ %

Crystal Strategy Absolute Income Fund - Class R 18202 CSTTX $ %

Crystal Strategy Absolute Return Fund - Class A 18203 CSRAX $ %

Crystal Strategy Absolute Return Fund - Class I 18204 CSRNX $ %

Crystal Strategy Absolute Return Fund - Class R 18205 CSRTX $ %

Crystal Strategy Absolute Return Plus Fund - Class A 18206 CSLFX $ %

Crystal Strategy Absolute Return Plus Fund - Class I 18207 CSLNX $ %

Crystal Strategy Absolute Return Plus Fund - Class R 18208 CSLTX $ %

Total $ 100 %

SECTION 4: Signature

I authorize the Crystal Strategy Funds and its agents to act upon instructions (by phone or in writing) believed to be genuine for this account or any account into which exchanges are made. I agree that neither the Crystal Strategy Funds nor its agents and affiliates will be liable for any loss, cost, or expense for acting on such instructions, provided the Funds employ reasonable procedures to confirm that instructions are genuine.

Signature (of individual filling out application) Date (MM/DD/YY) Please mail completed form to:

Regular Mail: Overnight Mail: Crystal Strategy Funds Crystal Strategy Funds

P.O. Box 1920 1290 Broadway, Suite 1100

Denver, CO 80201 Denver, CO 80203

or Fax to 1-866-205-1499

References

Related documents

The settlement documents allege that, among other things, employees of Willbros Group and its subsidiaries: (1) paid a $300,000 bribe to officials of an oil and

The second, the storytelling method was very able to improve the children enthusiasm to come to Rumah Baca Harapan and listen to stories, because amount of the

Among selected trunk muscles, RA and EO muscles were active in all subjects in the entire gait cycle, while MF was active in 100% of subjects during loading response and

Environmental art can reinterpret natural processes, generate awareness about environmental problems, restore damaged ecosystems, and convey the power and beauty of nature and

Therefore, neither BAA nor its affiliates or subordinates, officers, agents, and employees shall be or become liable or responsible for any loss, injury, or damage to any

Neither the Custodian, the Funds nor any Service Company shall be liable (and neither assumes any responsibility) for the collection of contributions, the deductibility or

Neither the Custodian, the Funds nor any Service Company shall be liable (and neither assumes any responsibility) for the collection of contributions, the deductibility or the

Neither Molycop, nor its related bodies corporate, their respective directors, employees, advisers nor agents accept any responsibility or any liability for any loss or