Westcore Funds - Account Services

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As a Westcore shareholder, you have access to the different forms necessary to make additions or changes to your account. Below are links to each of these forms online. View these files with Adobe Acrobat Reader^TM. If you do not currently have Adobe Acrobat Reader^TM on your computer, you can download it for free now.

Account Maintenance Forms:
Additional Investment Form	For: Investing additional monies into your existing account
Account Options Form	For: Adding or changing Automatic Investments Adding or changing Bank Instructions Adding Wire Information Adding Telephone and/or Online Transaction Privileges Adding Automatic Exchanges Adding or changing Systematic Withdrawals
Automatic Investment Form	For: Adding or changing Automatic Investments
Distribution Options Form	For: Changing Distribution Options
IRA Maintenance Forms:
IRA Additional Investment Form	For: Investing additional monies into your existing IRA account
IRA Distribution Request Form	For: Requesting Distribution(s) from your Westcore IRA Account
IRA Change of Beneficiary Form	For: Changing Beneficiary
IRA/SEP Contribution Form	For: Contributing to an IRA/SEP account
IRA Acknowledgement of Disability Form	For: Acknowledging a Disability regarding your IRA account
Authorization to Convert a Westcore Traditional IRA	For: Converting your exiting Westcore Traditional IRA to a new or existing Roth IRA
Authorization to Recharacterize a Westcore IRA Contribution	For: Recharacterizing a contribution made to your existing Westcore IRA

Invest with Westcore Forms:
Funds Prospectus	For: Learning about Westcore Funds
New Account Application	For: Opening a new regular account with Westcore Funds
IRA Information Booklet	For: Learning about IRAs
Traditional IRA / Roth IRA Application	For: Opening a new Traditional or Roth IRA with Westcore Funds
Traditional IRA / Roth IRA Transfer of Assets Form	For: Transferring assets from an existing IRA from another custodian to a Westcore IRA
Coverdell Education Savings Account Information	For: Learning about Education Savings
Coverdell Education Savings Account Application	For: Opening a new Education Savings Account with Westcore Funds
Coverdell Education Savings Account Transfer of Assets Form	For: Transferring assets from an existing Education Savings Account from another custodian to a Westcore Education Savings Account.
Coverdell Education Savings Additional Investment Form	For: Investing additional monies into your existing Coverdell Education Savings account
Annual Report	For: An update on Westcore Funds and our Financials
Semi-Annual Report	For: An update on Westcore Funds and our Financials

An investor should consider investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. Click here for a prospectus, which contains this and other important information. Please read the prospectus carefully before investing. Westcore Funds are distributed by ALPS Distributors, Inc.

This web site and any software, graphic image, data and other non-text based materials available through this site are the proprietary property of Westcore Funds and/or third parties. Any use of the Westcore Funds name, or the text or graphic materials contained in this web site is prohibited.

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