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Sit Non-IRA Account Applications

These applications are used to open a new Sit Mutual Fund non-IRA account.

Use This Form to Open a Sit Account For: 

Non-IRA Application

  • Individual, joint, UTMA/UGMA
  • Trusts, estates
  • Self-directed retirement plans (IRA, 401k, Pension, Profit Sharing)

Legal Entity Application

  • Corporations (C, S, LLC)
  • Partnerships
  • Non-Profits/Charitable Organizations

Other Information

When opening an account, additional documentation is required for some types of accounts:

  • Trusts – copy of title and signature pages
  • Corporations and other entities – verification of authorized persons such as corporate resolution, partnership agreement, certificate of incumbency, etc.

Note: These forms are to only be used to open a non-IRA account.  To open an IRA account, please use the IRA application.

Carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other important Fund information and may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or by downloading them from the Documents page. Read the prospectus carefully before investing. Investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost.

The content herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors, and readers should not rely on this publication as their sole source of investment information.

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