Asset Transfer

An asset transfer is the movement of retirement assets from another financial institution directly to a similar account at Oak Funds. For example, you can transfer your Traditional IRA from another financial institution directly to your Traditional IRA at Oak Funds.

Advantages of transfering your existing IRA or CESA assets to Oak Funds:

No taxes or penalties
A transfer is not reported to the IRS
You can consolidate multiple accounts to a single account
Oak Funds offers a No-Fee IRA and a No-Fee CESA

Have your most recent statement(s) of the assets you are moving to Oak Funds
Open an Oak Funds IRA or an Oak Funds CESA if you don’t have one already
Complete the Asset Transfer/Direct Rollover form and mail to:

IRA Application
CESA Application
IRA Transfer Form
Cesa Transfer Form

Oak Funds
P.O. Box 8233
Denver, CO 80201-8233

My Oak Account

Online Account Access

Oak Associates Funds are available to U.S. investors only. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by clicking here or by calling 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal.
Oak Associates Funds are distributed by ALPS Distributors, Inc.
ALPS Distributors, Inc. and Oak Associates Funds are separate and unaffiliated.