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Rydex offers you a number of convenient ways to do business or make adjustments to your account.

• Open, print and complete a traditional PDF. Return signed document to Rydex.
• Request a form or application by mail
• Open, complete online, and print a PDF. Return signed document to Rydex.
  

When to use Print PDF By Mail Complete Form Online, Sign & Mail Applications 403(b) Custodial Account Booklet Use to open a new 403(b) account. The booklet also includes Appointment of Financial Professional and 403(b) Transfer request forms. This booklet should not be used to open any other type of account. Regular Account Application Use this form to open a new Individual, Joint, UGMA, Trust, Corporation and Association/Partnership accounts. This form is also used to open an account for SOME self-directed retirement plans. This form should NOT be used for ETFs or to open any type of IRA. Retirement Kit (For Traditional, ROTH, and SEP IRAs) Use to open IRA, rollover IRA, ROTH and SEP accounts. The kit also includes Appointment of Financial Professional and IRA Transfer/Direct Rollover request forms. This kit should not be used to open any non-IRA account. SIMPLE IRA Booklet Use to open a SIMPLE IRA account. The kit also includes Appointment of Financial Professional and IRA Transfer/Direct Rollover request forms. This kit should not be used to open any non-IRA account or any other type of IRA. Coverdell ESA Booklet Use to open a Coverdell ESA account. The kit also includes Appointment of Financial Professional and IRA Transfer/Direct Rollover request forms. This kit should not be used to open any other type of account. Forms 403(b) Custodial Account Asset Transfer Election Form Use to transfer an existing 403(b) custodial account from your current custodian to Rydex. 403(b) Distribution Form Use to request all distributions from 403(b) accounts. Account Change Form Use to change your address, dividend reinvestment options or beneficiary. Also use to appoint an authorized individual (non-financial professional). Appointment of Financial Professional Use to appoint or change a financial professional. Automatic Investment Request Form Use to set up an automatic investment on a schedule you select. Bank Information and Alternate Payee Form Use this form to to add or replace wiring instructions, add or replace ACH instructions, or add an alternate payee. Deposit Slips May be used to accompany a deposit. Check Signature Card Submit one signature card for each account number to establish check writing privileges against the Rydex U.S. Government Money Market Fund. All registered owners must sign in order to receive checks. Not available for A or C class share or retirement accounts. Cost Basis Method Election Form Use to change your account level default cost basis calculation method. May also be used to revoke the use of average cost. Document Delivery Preferences Form Use to change your preferences for delivery of statements, confirmations, prospectuses and other documents. IRA Distribution Form Use to request distributions from IRA accounts. Use the Required Minimum Distribution form for required minimum distributions. Mutual Fund Transfer Form Use to transfer account assets from another firm (non-IRA accounts ONLY). Required Minimum Distribution Form Use to request required minimum distributions from IRA accounts. All other IRA distributions should use the IRA distribution form. Re-registration and Internal Transfer Form Use to change the registration of an account or to transfer shares to a new account. Retirement Account Transfer/Direct Rollover Request Use to transfer IRA assets from another IRA custodian. Systematic Withdrawal Form Use to set up systematic withdrawals by check or via ACH (electronic transfer to your bank). Transfer On Death Registration Form Use to add transfer on death instructions to an account (non-IRA accounts ONLY). W-9 Form (Request for taxpayer ID) IRS form W-9 is required after opening an account online or upon request. Withdrawal Form Use to request a redemption from any non-retirement account.

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For more complete information regarding the Fund, call 800.820.0888 or click here for a prospectus and a summary prospectus (if available). Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. The Fund’s prospectus and its summary prospectus (if available) contains this and other information about the Funds. Please read the prospectus and summary prospectus (if available) carefully before you invest or send money.

Rydex SGI funds are distributed by Rydex Distributors, LLC (RDL). Security Investors, LLC (SI) is a registered investment advisor, and does business as Security Global Investors^SM and Rydex Investments. SI and RDL are affiliates and are subsidiaries of Security Benefit Corporation, which is wholly owned by Guggenheim SBC Holdings, LLC, a special purpose entity managed by an affiliate of Guggenheim Partners, LLC, a diversified financial services firm with more than $100 billion in assets under supervision.