Most applications and forms can be completed online. Please log in to establish and/or access your account.

Individual investors can open a new regular account (with the exception of personal trusts), or open a new IRA online. For IRA transfers and rollovers, corporate accounts or personal trusts, please see applications and instructions below.

To open an IRA account by transferring existing IRA funds and/or a direct rollover contribution from a qualified retirement plan, please see the IRA Transfer & Application Kit below. Mail completed transfer form and application to the address included.

 

APPLICATIONS FORMS
Regular Account Application Invest by Mail Form
IRA Transfer & Application Kit Redemption Form
IRA Application IRA Distribution Request Form
IRA Transfer/Rollover Form Required Minimum Distribution Form
Money Market Application Account Options Form
Money Market IRA Application Change of Address Form
Coverdell Education Savings Account Application IRA Beneficiary Addition/Change Form
  Transfer on Death (TOD)/Paid on Death (POD)
PROSPECTUS Designation Form
Thompson IM Funds Prospectus  
Statement of Additional Information  
IRA Disclosure Statement  
Money Market Prospectus  
Money Market Statement of Additional Information  
XBRL Data  
   
REPORTS AND POLICIES  
Annual Report  
Semi-Annual Report  
Form N-Q (Fiscal Quarterly Holdings)  
Code of Ethics  
Nominating Committee Charter  
Audit Committee Charter  
Proxy Voting Policy  
Proxy Voting Record  

 

Read both Prospectuses and the Disclosure carefully before you invest.

Please fill out, sign and mail your application with your check to:

Thompson IM Funds
c/o U.S. Bancorp Fund Services
P.O. Box 701
Milwaukee, Wisconsin, 53201-0701

For your protection, Thompson IM Funds requires an original signature to change the status of any account. If you have questions, please call 800.999.0887.

The Thompson IM Funds are offered only to United States citizens and residents. Any information on this website is intended solely for such persons.

Mutual fund investing involves risk. Principal loss is possible. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Results include the reinvestment of all dividends and capital gains distributions.

Quasar Distributors, LLC distributor.

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© 2017 THOMPSON IM FUNDS, INC.