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Please return form to: Mutual Shareholder Services C/O Azad Funds 8000 Town Center Dr. Ste 400 Broadview Heights, OH 44147 Make checks payable to: Azad Funds Traditional or Roth Custodial IRA & Transfer
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Obtain form 497k Azzad Funds from the designated source.
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Fill in personal details such as name, address, and contact information.
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Provide details about the Azzad Funds you are investing in.
04
Include information about your investment amount and payment method.
05
Sign and date the form to confirm your investment in Azzad Funds.

Who needs form 497k azzad funds?

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Investors who wish to invest in Azzad Funds.
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Form 497k Azzad Funds is a document that must be filed by certain financial institutions to report their holdings and dealings related to Azzad Funds.
Financial institutions who hold or transact with Azzad Funds are required to file form 497k.
Form 497k Azzad Funds can be filled out electronically or by mail, following the instructions provided by the IRS.
The purpose of form 497k is to provide transparency and ensure compliance with tax regulations regarding Azzad Funds.
Information such as the name and contact information of the financial institution, details of the Azzad Funds holdings, and any transactions made during the reporting period.
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