| SM&R
Investments, Inc. |
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Prospectus Class A
& B Shares (For all SM&R Mutual Funds, including SM&R Alger)
(9094) 12/07 |
Click Here for PDF version.
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Annual Report
(9202) 10/06 |
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| Sales Support Materials/Brochures |
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Investment Strategies For Your Lifetime (9052)
01/05 |
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Timeless Investing
Principles (9051)
07/06 |
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Designing
Your Personal Investment Strategy (9050)
02/07 |
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IRA Opportunities (includes Roth and Traditional (9381)
01/06 |
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Simple as 123 (8053) 02/07 |
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Traditional
IRA Quick Facts (8041) 01/06 |
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Roth IRA
Quick Facts (8042) 09/05 |
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403(b)
Quick Facts (8044) 06/04 |
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SIMPLE IRA
Quick Facts (8046) 06/06 |
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SEP IRA Quick Facts (8047) 01/06
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Coverdell
ESA Quick Facts (8045) 06/04 |
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IRA
Brochure Kit (9385) 08/04 |
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Equity Income
Brochure (9072) 08/05 |
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| Applications - For all SM&R Mutual Funds Including
SM&R Alger Funds |
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Mutual Fund Account
Applications (8005) 11/04 |
Click Here for PDF version.
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| SM&R Mutual Funds Qualified
Plan Forms Kits |
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Traditional IRA
Application (8001)
05/04 |
Click Here for PDF version.
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Roth IRA Application
(8002)
05/04 |
Click Here for PDF version.
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Coverdell
Education Savings Account (8000) 12/04 |
Click Here for PDF version.
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403 (b)(7) Forms
Kit (8003)
04/05 |
Click Here for PDF version.
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SIMPLE Employer Forms Kit (8051)
01/03 |
Click Here for PDF version.
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SIMPLE Employee
Application (8052)
05/04 |
Click Here for PDF version.
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| Forms |
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Traditional (SEP) & SIMPLE IRA Withdrawal Form (8011)
03/05 |
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Roth
IRA Withdrawal Form (8010) 03/05 |
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Coverdell
ESA Withdrawal Form (8012) 12/01 |
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Special
Investor Services (8015) 06/01 |
Click Here for PDF version.
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Stock Power (8030)
10/05 |
Click Here for PDF version.
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Net
Asset Value Certification (Non-SM&R Broker/Dealer only)
(8040) 07/01 |
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Employer's
Acceptance of Salary Savings (8019) 06/01 |
Click Here for PDF version.
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Sample
Payroll Deduction(8208) 09/01 |
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Automatic
Investment Plan Authorization (9020) 03/04 |
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403(b) Withdrawal Statement (8013) 03/05 |
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| ANICO Associates Program
Kits |
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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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