Account Forms

Account Application to Purchase Funds and Transfer Forms

Compass EMP Funds Account Application

Compass EMP Funds Account Transfer Form

Compass EMP Funds IRA Application

Compass EMP Funds IRA Transfer Form

Account Distribution and Withdrawal Forms

Compass EMP Funds IRA Distribution Form

Compass EMP Systematic Withdrawal Form

Investors have the ability to establish the following accounts:
Individual, Joint, Minor (UTMA), Trusts, Corporate, Partnership, Non Profit, Other Entity
IRA, IRA Rollover, Roth IRA, Simplified Employee Pension Plan (SEP)

To assist in defining risk tolerance, please utilize Compass EMP's Investment Suitability Questionnaire