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Individual Retirement Custodial Account Adoption Agreement Please complete this application to establish a new Traditional IRA or Roth IRA. This application must be preceded or accompanied by a current
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Parnassus Funds is a family of mutual funds that focuses on investing in companies that meet certain social and environmental criteria while aiming for competitive financial returns.
Investors who hold shares in Parnassus Funds may need to file certain forms for tax reporting purposes, typically depending on their investment profile and local tax laws.
To fill out forms related to Parnassus Funds, individuals should gather necessary information such as tax identification numbers, investment details, and follow the specific instructions provided for the required forms.
The purpose of Parnassus Funds is to offer investors an opportunity to invest in companies that prioritize sustainable practices while achieving long-term capital appreciation.
Information that must be reported typically includes investment returns, dividends, capital gains, and any other distributions made to shareholders for tax reporting and compliance.
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