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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)
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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
Saturna Brokerage Services
Saturna Brokerage Services
Brokerage Application
NFS Asset Transfer Form
Fidelity Money Market Funds Prospectus
Account Maintenance Forms
Saturna Capital Account Maintenance
Wire Transfer Application
Non-ACAT Asset Transfer Form
Transfer on Death Form
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)
Traditional IRA Application
Roth IRA Application
IRA Transfer Form
IRA Distribution Form
IRA Beneficiary Designation Form
SEP Application
SIMPLE Application
Investment Brochures
Saturna Capital Health Savings Accounts
HSA Application
HSA Transfer Form
Saturna Capital Education Savings Accounts
ESA Application
ESA Distribution Form
