Forms and Applications
Welcome to the Direxion Funds Forms and Applications Center.
Here you can open new direct accounts, transfer accounts, register for an automatic investment plan and sign up for checking writing services from your Direxion Money Market Account.
- Financial Professionals please submit questions to info@direxionfunds.com or call 877.437.9363
- Shareholders call 800.851.0511
APPLICATION
WHEN TO USEInvestor Class Application Use this Form to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Accounts. * Should not be used for any type of IRA Investor Class IRA/Education IRA Disclosure Statement This form should be filled out when opening an IRA or Educational IRA and accompanied by appropriate application Investor Class IRA Application Use this Form to open an IRA, rollover IRA, Roth and SEP accounts Investor Class Education IRA Application Use this Form to open an Education IRA Investor Class Non-IRA Transfer Form Use this Form to transfer accounts from another firm (Non-IRA accounts only) Investor Class IRA Transfer Form Use to transfer IRA assets from another IRA Custodian 403 (b) Designation of Beneficiary Use this to designate beneficiaries on 403 (b) accounts 403 (b) Application for Distribution Use this request distributions from 403 (b) accounts 403 (b) Enrollment/Investment Form Use this Form to elect salary reduction or to deny participation 403 (b) Transfer Request Form Use this Form to transfer an existing 403 (b) custodial account from your current Custodian to Direxion Appointment of Authorized Agent To authorize your financial professional to place trades on your behalf Automatic Investment Plan Application Use this Form to provide ACH instructions for future use or to set up an automatic investment schedule you select Systematic Withdrawal Plan Application Use this to set up systematic withdrawals by check or via ACH Check Writing Application Use this to establish the check writing option on your Direxion US Government Money Market Fund account
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