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1-800-SATURNA
IRS Forms
5305 (Traditional IRA)
5305-R (Roth IRA)
5305-B (HSA)
5305-E (ESA)
5305-SEP (for Employers)
5305-SIMPLE (for Employees)
5305-SA (for Employees)
Tax Form Instructions
1099 B, DIV, INT
1099 SA, Q
1099 R
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Documents & Forms
Mutual Funds
Download prospectuses, applications, fact sheets, annual and semi-annual reports, and other information:
Amana Mutual Funds 
Sextant Mutual Funds Idaho Tax-Exempt Fund
Saturna Capital
Consolidated Financial Statements
Investment Counsel
Saturna Capital Investment Counsel Brochure
Form ADV Part 2 — Firm Brochure
Form ADV Part 2A — Appendix 1: Wrap Fee Program
Saturna Brokerage Services
Saturna Brokerage Services Brochure
Brokerage Application
Pershing Asset Transfer Form
Dreyfus Money Market Funds Prospectus
Account Maintenance Forms
General Account Maintenance Form
Change of Address Form
Wire Transfer Application
Non-ACAT Asset Transfer Form
Transfer on Death Form
Electronic Funds Transfer Form
Third Party Account Access Form
Cost Basis Election Form
Specific Lot Identification Redemption Form
Specific Lot Identification Transfer Form
Trustee Certification of Investment Powers Form
Trading Authorization Form
General Information
Retirement Brochures
Saturna Capital IRA (including Traditional & Roth)
Saturna Capital 401(k) for Employers
Saturna Capital 401(k) for Employees
Saturna Capital Employer Plans (SEP & SIMPLE)
IRA Application & Transfer Form
IRA Distribution Form
IRA RMD Form
IRA Beneficiary Designation Form
SEP Application
SIMPLE Application
Investment Brochures
Saturna Capital Health Savings Accounts
HSA Application
HSA Transfer Form
HSA Beneficiary Designation Form
Saturna Capital Education Savings Accounts
ESA Application
ESA Transfer Form
ESA Distribution Form