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How to Invest
Transferring Regular (taxable) Account Please read and carefully follow each step of the procedures listed below for all IRA account transfers to avoid unnecessary delays in processing your account. Step 1: Download the Regular (taxable) Account Transfer Form and complete the top portion and Beneficiary Information. Note: Adobe Acrobat Reader is required to view these documents. Step 2: Complete the Transfer Instructions box, asking for a one-time request and a check made payable to Aegis Value Fund. Our Fund does not accept standing requests for installment transfers. Step 3: Complete the Asset Liquidation Instructions box, making sure that the box "Liquidate Immediately" is checked. If the transfer represents the full account value, please write "All" under the "Quantity to be Transferred". Step 4: Attach to the Transfer Request form a copy of the latest account statement from your current trustee. Step 5: If you are not an existing shareholder of the Aegis Value Fund, please also complete the Procedures for Opening up a Regular (taxable) Account. Step 6: Return the completed forms to the address given. While we will process your request immediately upon receipt, you should be aware that accounts are transferred manually, a process that can take from three to five weeks or longer. Please mail all completed documents and checks to: Aegis Value Fund P.O. Box 2175 Milwaukee, WI 53201-2175 We do not accept money orders, third party or endorsed checks as mandated by Federal anti-money-laundering regulations. « Back to How to Invest
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