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Literature Request / Quick Forms

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SM&R Mutual Funds

SM&R Investments, Inc.
  Prospectus Class A & B Shares (For all SM&R Mutual Funds, including SM&R Alger) (9094) 12/09 Click Here for PDF version.

  Annual Report  (9202) 10/2009
     
Sales Support Materials/Brochures
  SM&R Mutual Funds Quarterly Connect (9060) 01/2010
     
Applications - For all SM&R Mutual Funds Including SM&R Alger Funds
  Mutual Fund Account Applications (8005) 01/2010 Click Here for PDF version.

   
SM&R Mutual Funds Qualified Plan Forms Kits
  Traditional IRA Application (8001) 01/09 Click Here for PDF version.

  Roth IRA Application (8002) 01/09 Click Here for PDF version.

  Coverdell Education Savings Account (8000) 01/09 Click Here for PDF version.

  403 (b)(7) Forms Kit (8003) 01/08 Click Here for PDF version.

  SIMPLE Employer Forms Kit (8051) 01/03 Click Here for PDF version.

  SIMPLE Employee Application (8052) 01/09 Click Here for PDF version.

     
Forms 
  Traditional (SEP) & SIMPLE IRA Withdrawal Form (8011) 03/05
  Roth IRA Withdrawal Form (8010) 03/05 
  Coverdell ESA Withdrawal Form (8012) 12/01 
  Stock Power (8030) 10/05 Click Here for PDF version.

  Net Asset Value Certification (Non-SM&R Broker/Dealer only) (8040) 07/01 
  Employer's Acceptance of Salary Savings (8019) 06/01  Click Here for PDF version.

  Sample Payroll Deduction(8208) 09/01 
  Automatic Investment Plan Authorization (9020) 01/08 
  403(b) Withdrawal Statement (8013) 03/05
     
ANICO Associates Program Kits
  ANICO Associates Program Kits (For SM&R reps and qualified family members investing at Net Asset Value - include everything needed to open an account.
     


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