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Documents & Forms

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Individual IRAs

IRA Brochure (includes Traditional and Roth)IRA Brochure

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IRA Application (includes Traditional and Roth)This link will download a PDF.PDF
IRA Rollover and Transfer FormThis link will download a PDF.PDF
Inherited IRA Adoption AgreementThis link will download a PDF.PDF
IRA Beneficiary Designation FormThis link will download a PDF.PDF
IRA Distribution FormThis link will download a PDF.PDF
IRA RMD FormThis link will download a PDF.PDF
5305 (Traditional IRA)This link will download a PDF.PDF
5305-R (Roth IRA)This link will download a PDF.PDF

Employer IRAs

Employer IRA Brochure (includes SEP and SIMPLE) Employer IRA Brochure

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SEP IRA ApplicationThis link will download a PDF.PDF
SEP Contribution AllocationThis link will download a PDF.PDF
5305-SEP (For Employers)This link will download a PDF.PDF
SIMPLE IRA ApplicationThis link will download a PDF.PDF
5305-SIMPLE (For Employees)This link will download a PDF.PDF
5305-SA (For Employees)This link will download a PDF.PDF

Health Savings Accounts

Health Savings Accounts (HSA)HSA Brochure

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HSA ApplicationThis link will download a PDF.PDF
HSA Transfer FormThis link will download a PDF.PDF
HSA Beneficiary Designation FormThis link will download a PDF.PDF
5305-B (HSA)This link will download a PDF.PDF

Education Savings Accounts

Education Savings Accounts (ESA)ESA Brochure

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ESA ApplicationThis link will download a PDF.PDF
ESA Transfer FormThis link will download a PDF.PDF
ESA Distribution FormThis link will download a PDF.PDF
5305-E (ESA)This link will download a PDF.PDF

401(k) for Employers

401(k) Employer BrochureIRA Brochure

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401(k) Two Page Benefit SummaryThis link will download a PDF.PDF
401(k) Plan Transfer FormThis link will download a PDF.PDF
401(k) Adoption Agreement ChecklistThis link will download a PDF.PDF
401(k) Adoption Agreement Checklist — Solo PlansThis link will download a PDF.PDF

401(k) for Employees

401(k) Employee BrochureIRA Brochure

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401(k) Basics One SheetThis link will download a PDF.PDF
401(k) Wage Deferral AgreementThis link will download a PDF.PDF
401(k) Beneficiary Designation FormThis link will download a PDF.PDF
401(k) Investment Election FormThis link will download a PDF.PDF
401(k) Account Rollover and Transfer FormThis link will download a PDF.PDF
401(k) Participant Loan ApplicationThis link will download a PDF.PDF
401(k) Hardship Withdrawal RequestThis link will download a PDF.PDF
401(k) Participant Distribution FormThis link will download a PDF.PDF
401(k) Special Tax NoticeThis link will download a PDF.PDF

Investment Counsel

Investment Counsel BrochureInvestment Counsel Brochure

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Form ADV Part 2 — Firm BrochureThis link will download a PDF.PDF
Form ADV Part 2A — Appendix 1: Wrap Fee ProgramThis link will download a PDF.PDF
 

Account Maintenance Forms

Change of Address (Physical, Mailing, and Email)This link will download a PDF.PDF
Electronic Funds Transfer Form (EFT/ACH)This link will download a PDF.PDF
Cost Basis Election FormThis link will download a PDF.PDF
Wire Transfer ApplicationThis link will download a PDF.PDF
Non-ACAT Asset Transfer FormThis link will download a PDF.PDF
Transfer on Death FormThis link will download a PDF.PDF
Specific Lot Identification Redemption FormThis link will download a PDF.PDF
Specific Lot Identification Transfer FormThis link will download a PDF.PDF
Trustee Certification of Investment PowersThis link will download a PDF.PDF
Trading Authorization FormThis link will download a PDF.PDF
Third Party Account Access FormThis link will download a PDF.PDF

FY 2015 Financial Statements

Saturna Capital Q1 Quarterly ReportThis link will download a PDF.PDF
 

FY 2014 Financial Statements

Saturna Capital Annual ReportSaturna Capital Annual Report 2013

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Saturna Capital Q3 Quarterly ReportThis link will download a PDF.PDF
Saturna Capital Semi-Annual ReportThis link will download a PDF.PDF
Saturna Capital Q1 Quarterly ReportThis link will download a PDF.PDF

Saturna Brokerage Services

Saturna Brokerage Services BrochureSBS Brochure

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Saturna Archipelago BrochureSBS Archipelago Brochure

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Dreyfus Cash Management Funds

ProspectusThis link will download a PDF.PDF
Annual ReportThis link will download a PDF.PDF
Semi-Annual ReportThis link will download a PDF.PDF
Statement of Additional InformationThis link will download a PDF.PDF

Pershing LLC

Account ApplicationThis link will download a PDF.PDF
Asset Transfer FormThis link will download a PDF.PDF
Electronic Funds Transfer (EFT/ACH) FormThis link will download a PDF.PDF
Online Account Access FormThis link will download a PDF.PDF
Transfer on Death — Individual AgreementThis link will download a PDF.PDF
Transfer on Death — Joint AgreementThis link will download a PDF.PDF
Trading Authorization FormThis link will download a PDF.PDF
Trustee Certification of Investment PowersThis link will download a PDF.PDF
CoreStone Checking Account OverviewThis link will download a PDF.PDF
CoreStone Checking Account ApplicationThis link will download a PDF.PDF
CoreStone Checking Account AgreementThis link will download a PDF.PDF

Saturna Trust Company

Saturna Trust Company BrochureSTC Brochure

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Estate PlanningSBS Archipelago Brochure

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Islamic Trust Services

Unique Estate Planning Needs of Muslim Americans STC Brochure

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Estate Planning (Islamic)STC Estate Planning Islamic

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Fact SheetThis link will download a PDF.PDF

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