Shareholder Resources

Forms

Type Description
Trustee Committee CharterTrustee Committee Charter
CRM Form ADV Part 1 - 2020Form ADV Part I
CRM Form ADV Part 2A & 2B - 2020Form ADV Part II
CRM Form CRSClient Relationship Summary
CRM Funds Account ApplicationNew account form for Individual, Joint, UGMA, Trust, and Corporate accounts
Traditional IRA & Roth ApplicationUse this form to establish a new Traditional IRA or Roth IRA account
Traditional IRA Custodial Account AgreementTraditional IRA custodial account agreement (Form 5305-A)
Roth IRA Custodial Account AgreementRoth IRA custodial account agreement (Form 5305-RA)
SIMPLE IRA ApplicationUse this form to establish a new SIMPLE IRA account
SIMPLE IRA Custodial Account AgreementSIMPLE IRA custodial account agreement (Form 5305-S)
IRA Transfer of Assets FormUse this form to transfer assets directly to a new or existing CRM Funds IRA, convert from a Traditional IRA to a Roth IRA, transfer assets from an existing Roth IRA, rollover a Roth IRA, or request a direct rollover from an employer sponsored plan
Non-Qualified Transfer of Assets FormUse this form to transfer assets directly to a new or existing non-qualified account with CRM Funds
Coverdell Education Savings Account ApplicationUse this form to establish a new Education Savings Account (ESA)
Coverdell ESA Custodial Account AgreementCoverdell Education Savings Account custodial account agreement
Account Preferences Change FormUse this form to add or change account preferences and options on your existing CRM Funds account
Automatic Investment Plan FormUse this form to establish an Automatic Investment Plan (AIP) on your account
Systematic Withdrawal Plan FormUse this form to establish a Systematic Withdrawal Plan (SWP) on your account
Change of Beneficiary FormUse this form to add or change beneficiaries on your retirement account
Beneficial Owners Certification FormComplete this form if you are opening a new account on behalf of a legal entity
Designation of Transfer on Death Beneficiary FormUse this form to establish a Transfer on Death (TOD) on your account
Form W9Request for Taxpayer Identification Number and Certification

Shares of CRM Funds are distributed by ALPS Distributors, Inc.

Cramer Rosenthal McGlynn, LLC is the investment advisor to the CRM Funds and is not affiliated with ALPS.