Applications & Forms

All applications and forms are in Adobe ® Acrobat format. To view the files, your computer must be equipped with the Adobe ® Acrobat Reader. (Download the latest version for free from Adobe ® .) 

To access the applications and forms you need:
  • Select the appropriate account type or forms section. Click on the name of desired application or form to download and print. 
  • Complete and sign the form(s). For help completing applications or forms, contact your financial professional or Shareholder Services at (800) 282-6693. 
  • Send your completed materials to:
  Regular Mail: 
Pacific Advisors Fund Inc.
PO Box 2048
Glendale, CA 91209-2048
Overnight Delivery: 
Pacific Advisors Fund Inc.
101 N. Brand Blvd, Ste 1950
Glendale, CA 91203
(800) 282-6693

Select from the following types of accounts and forms:

Important information about opening an account:  
  • Pacific Advisors Funds are available in most States and Puerto Rico. See our State Registration List to find out if Pacific Advisors Funds are available in your State. Pacific Advisors Funds are not available for sale outside of the United States. 
  • Please refer to the prospectus for information on the Pacific Advisors Funds, including investment minimums, charges and fees, expenses and share classes offered. 
Why do we need personal identification information to open your account?
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. If any of this information is missing, we will be unable to establish an account and your application and check will be returned. You must provide your U.S. Taxpayer Taxpayer Identification Number (TIN): a TIN includes SSN, ITIN, or EIN.

If you are not a U.S. citizen, please attach a copy of one of the following items to your application: a resident alien ID card or a current passport.

Regular Account

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Individual Retirement Accounts (Traditional IRA, Roth IRA or SEP IRA)

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Coverdell Education Savings Account (CESA)  

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403(b) Account  

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Simple IRA  – Employee  

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Simple IRA - Employer 

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General Forms  

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Shares of the Pacific Advisors Funds (the “Funds”) are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks including the possible loss of the principal amount invested. For more information on the Funds, including objectives, risks, charges and expenses, please download the prospectus or call (800) 989-6693 to request a copy. Please read the prospectus carefully and consider the investment objectives, risks, charges, and expenses before investing. Pacific Advisors Funds are distributed by Pacific Global Fund Distributors, Inc. 101 N. Brand Blvd., Suite 1950, Glendale, CA 91203.

© Copyright 2018 Pacific Global Fund Distributors, Inc. All rights reserved.