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Download and Print the applications or save time and open an account online now.

Non-Retirement

To open or transfer an Individual, Joint, or UGMA/UTMA Account.

Application

Retirement

To open or transfer a Traditional or Roth IRA Account.

Education Savings

To open or transfer a Coverdell Educational Savings account.

Before investing, please read the prospectus carefully.

Other Account Forms

I Want To...	Forms/Applications

Make a distribution/withdrawal from my IRA account	IRA Distribution Form
Change the Beneficiary of my IRA account	Designation of IRA Beneficiary Form
Allocate my SEP contribution	SEP IRA Allocation Form
Change my address	Address Change Form
Link my bank account and Oak Funds account or change my bank account information	Account Options Form
Update or add a Systematic Investment Plan	Systematic Investment Plan Form
Change or Add a Transfer on Death (TOD) Beneficiary to my existing TOD account	Designation of TOD Beneficiary Form
Change my name on my account	Name Change Form
Change my cost basis method	Cost Basis Election Form
For changes to account registration, please call 1-888-462-5386 for detailed instructions.

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.

Access Forms

Other Account Forms

I Want To...

Forms/Applications

My Oak Account