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Mares and Power Funds Growth Fund Balanced Fund CHANGE OF DIVIDEND / CAPITAL GAIN OPTION Account Number : (Please indicate at the top of this form which
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How to fill out Mairs and Power Funds:

01
Begin by gathering all the necessary documents and information. You will need your personal identification details, such as your name, address, and social security number. Additionally, ensure you have your bank account information available for setting up automatic contributions or withdrawals.
02
Visit the official Mairs and Power Funds website or contact their customer service to acquire the required application forms. These forms will typically include information about the different fund options available and their specific investment objectives.
03
Carefully read through the fund prospectus and investment guidelines to understand the risks, fees, and potential returns associated with each fund. This will help you determine which funds align with your investment goals and risk tolerance.
04
Complete the application forms accurately and legibly. Double-check that all the information provided is correct to avoid any delays or complications in the account setup process. Be sure to indicate the funds you wish to invest in and the initial investment amount.
05
If making an initial investment, you will need to submit the required funding, either through a check, wire transfer, or electronic funds transfer (EFT). Follow the provided instructions for each funding option and ensure that the funds are sent from your verified bank account only.
06
If you prefer to set up automatic contributions or withdrawals, indicate your preferred payment method and specify the frequency and amount. This allows you to regularly invest in the funds or make periodic withdrawals as needed.
07
Review the completed application thoroughly to confirm that all the necessary sections have been filled out correctly. Additionally, make note of any additional documents or signatures required before submitting the application.
08
Submit the filled-out application form and any additional requested documentation by mail or through an online submission method, as specified by Mairs and Power Funds. Retain copies of all the submitted documents for your record-keeping.

Who needs Mairs and Power Funds:

01
Individuals looking for a long-term investment strategy: Mairs and Power Funds are designed for investors with a long-term investment horizon. If you are planning for retirement or looking to build wealth over time, these funds can be suitable for your investment needs.
02
Those seeking professional fund management: Mairs and Power Funds are actively managed by experienced investment professionals who aim to generate favorable returns by carefully selecting investments. If you prefer to leave the investment decisions to experts, these funds can be a good option.
03
Individuals interested in well-diversified portfolios: Mairs and Power Funds offer a range of fund options that invest in various asset classes and sectors. This diversification helps reduce the risk associated with concentrating investments in a single security or sector.
04
Investors who prioritize stability and consistency: Mairs and Power Funds have a history of focusing on quality companies with strong fundamentals. If you value stability, consistency, and a disciplined investment approach, these funds can align with your investment philosophy.
05
Those seeking a fund family with a strong track record: Mairs and Power Funds have been managing investments for over 80 years. Their commitment to delivering long-term results has earned them a reputation as a trusted fund family.
Remember to consult with a financial advisor or conduct thorough research to determine if Mairs and Power Funds are suitable for your specific financial situation and investment goals.
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Mairs and Power Funds is a family of mutual funds managed by Mairs and Power, Inc.
Investors who own shares in Mairs and Power Funds are required to file taxes on any gains or income.
To fill out Mairs and Power Funds, investors need to report any dividends, capital gains, or losses from their investments.
The purpose of Mairs and Power Funds is to provide investors with diversified investment options in various sectors of the economy.
Investors must report any income, gains, or losses from their investments in Mairs and Power Funds.
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