Investment Counsel

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1-800-SATURNA

IRS Forms

This link will open a PDF file. 5305 (Traditional IRA)
This link will open a PDF file. 5305-R (Roth IRA)
This link will open a PDF file. 5305-B (HSA)
This link will open a PDF file. 5305-E (ESA)
This link will open a PDF file. 5305-SEP (for Employers)
This link will open a PDF file. 5305-SIMPLE (for Employees)
This link will open a PDF file. 5305-SA (for Employees)

Tax Form Instructions

Download PDF 1099 B, DIV, INT
Download PDF 1099 SA, Q
Download PDF 1099 R

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Documents & Forms

Documents & Forms

Mutual Funds

Download prospectuses, applications, fact sheets, annual and semi-annual reports, and other information:
Amana Mutual Funds This link will leave the main Saturna Site.   Sextant Mutual Funds This link will leave the main Saturna Site.   Idaho Tax-Exempt Fund This link will leave the main Saturna Site.

Retirement Brochures

This link will open a PDF file. Saturna Capital IRA (including Traditional & Roth)
This link will open a PDF file. Saturna Capital 401(k) for Employers
This link will open a PDF file. Saturna Capital 401(k) for Employees
This link will open a PDF file. Saturna Capital Employer Plans (SEP & SIMPLE)

This link will open a PDF file. IRA Application
This link will open a PDF file. IRA Rollover & Transfer Form
This link will open a PDF file. IRA Distribution Form
This link will open a PDF file. IRA RMD Form
This link will open a PDF file. IRA Beneficiary Designation Form
This link will open a PDF file. SEP Application
This link will open a PDF file. SIMPLE Application
This link will open a PDF file. Inherited IRA Adoption Agreement
This link will open a PDF file. SIMPLE Investment Election Form

Investment Brochures

This link will open a PDF file. Saturna Capital Health Savings Accounts
This link will open a PDF file. HSA Application
This link will open a PDF file. HSA Transfer Form
This link will open a PDF file. HSA Beneficiary Designation Form
This link will open a PDF file. HSA Investment Election Form

This link will open a PDF file. Saturna Capital Education Savings Accounts
This link will open a PDF file. ESA Application
This link will open a PDF file. ESA Transfer Form
This link will open a PDF file. ESA Distribution Form