| Type | Description |
|---|---|
| Trustee Committee Charter | Trustee Committee Charter |
| CRM Form ADV Part 1 | CRM Form ADV Part 1 |
| CRM Form ADV Part 2 | CRM Form ADV Part 2 |
| CRM Form ADV Part 3 | Client Relationship Summary |
| CRM Funds New Account Application | New account form for Individual, Joint, UGMA, Trust, and Corporate accounts |
| Traditional IRA & Roth Application | Use this form to establish a new Traditional IRA or Roth IRA account |
| Traditional IRA Custodial Account Agreement | Traditional IRA custodial account agreement (Form 5305-A) |
| Roth IRA Custodial Account Agreement | Roth IRA custodial account agreement (Form 5305-RA) |
| SIMPLE IRA Application | Use this form to establish a new SIMPLE IRA account |
| SIMPLE IRA Custodial Account Agreement | SIMPLE IRA custodial account agreement (Form 5305-S) |
| IRA Transfer of Assets Form | Use 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 Form | Use this form to transfer assets directly to a new or existing non-qualified account with CRM Funds |
| Coverdell Education Savings Account Application | Use this form to establish a new Education Savings Account (ESA) |
| Coverdell ESA Custodial Account Agreement | Coverdell Education Savings Account custodial account agreement |
| Account Preferences Change Form | Use this form to add or change account preferences and options on your existing CRM Funds account |
| Automatic Investment Plan Form | Use this form to establish an Automatic Investment Plan (AIP) on your account |
| Systematic Withdrawal Plan Form | Use this form to establish a Systematic Withdrawal Plan (SWP) on your account |
| Change of Beneficiary Form | Use this form to add or change beneficiaries on your retirement account |
| Beneficial Owners Certification Form | Complete this form if you are opening a new account on behalf of a legal entity |
| Designation of Transfer on Death Beneficiary Form | Use this form to establish a Transfer on Death (TOD) on your account |
| Form W9 | Request 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.