To open new regular account, IRA, corporate account or personal trust, please see applications 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 forms and applications 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 Beneficiary Designation Form
Entity Account Application Limited Power of Attorney Form
Certification of Beneficial Owners Letter of Instruction Form
   
PROSPECTUS  
Thompson IM Funds Prospectus  
Statement of Additional Information  
IRA Disclosure Statement  
Money Market Prospectus  
Money Market Statement of Additional Information  
   
REPORTS POLICIES
Thompson LargeCap Fund Semi-Annual Shareholder Report Code of Ethics
Thompson MidCap Fund Semi-Annual Shareholder Report Nominating Committee Charter
Thompson Bond Fund Semi-Annual Shareholder Report Audit Committee Charter
First Quarter Portfolio Holdings Proxy Voting Policy
Third Quarter Portfolio Holdings Proxy Voting Record - LargeCap & MidCap Funds
Certified Shareholder Report (Form N-CSR) Proxy Voting Record - Bond Fund
Annual Report  

 

Fund holdings are subject to change and are not recommendations to buy or sell any securities.

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. Bank Global 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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