Shareholder Resources

Forms

Type Description
Trustee Committee CharterTrustee Committee Charter
Form ADV Part 1 - 2018Form ADV Part 1
Form ADV Part 2A & 2B - 2018Form ADV Part 2A & 2B
CRM Institutional Shares ApplicationNew account form for Individual, Joint, UGMA, Trust, and Corporate accounts with an initial minimum investment of $1 million
CRM Investor Shares ApplicationNew account form for Individual, Joint, UGMA, Trust, and Corporate accounts
Education Savings Account Application and Transfer FormNew Coverdell ESA document (which includes the Transfer of Assets Form, Certification of Rollover Assets Form and the Coverdell Withdrawal Authorization Form)
Combined IRA Application and FormsCombined IRA Application and Forms (includes 2018 Disclosure Statement Supplement, the Certificate of Rollover Assets Form and Transfer of Asses/Direct Rollover Form)
Combined IRA Distribution FormFor redemptions from your IRA Account
Required Minimum Distribution Election Form - StateTo establish required minimum distributions from your IRA account with state withholding
Required Minimum Distribution Election Form - FederalTo establish required minimum distributions form your IRA account with federal withholding
CRM Funds 2018 Beneficiary Change FormComplete this form to change your current Primary or Contingent Designated Beneficiary(ies)
Roth IRA Conversion Request Form - ExternalUse this from to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account ("IRA") from another custodian or trustee to a CRM Funds Roth IRA
Roth IRA Conversion Request Form - InternalComplete this form to convert a traditional or SEP Individual Retirement Account ("IRA") within CRM Funds
Recharacterization Request Form - ExternalComplete when recharacterizing a contribution or conversion contribution from another institution to a CRM Funds IRA
Recharacterization Request Form - InternalComplete when recharacterizing a Traditional or Roth IRA contribution or to recharacterize a Roth IRA contribution or to recharacterize a Roth IRA conversion contribution within CRM Funds
CRM IRA Transfer of Assets-Direct Rollover FormUse this form to transfer IRA assets or to initiate a direct rollover
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.