Forms and Applications

Here you can open new direct accounts, transfer accounts, register for an automatic investment plan and sign up for checking writing services from your Direxion Money Market Account.

Financial Professionals please submit questions to info@direxionfunds.com or call 877.437.9363

Shareholders call 800.851.0511

APPLICATION	WHEN TO USE
Investor Class Application	Use this Form to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Accounts. * Should not be used for any type of IRA
Investor Class IRA/Education IRA Disclosure Statement	This form should be filled out when opening an IRA or Educational IRA and accompanied by appropriate application
Investor Class IRA Application	Use this Form to open an IRA, rollover IRA, Roth and SEP accounts
Investor Class Education IRA Application	Use this Form to open an Education IRA
Investor Class Non-IRA Transfer Form	Use this Form to transfer accounts from another firm (Non-IRA accounts only)
Investor Class IRA Transfer Form	Use to transfer IRA assets from another IRA Custodian
403 (b) Designation of Beneficiary	Use this to designate beneficiaries on 403 (b) accounts
403 (b) Application for Distribution	Use this request distributions from 403 (b) accounts
403 (b) Enrollment/Investment Form	Use this Form to elect salary reduction or to deny participation
403 (b) Transfer Request Form	Use this Form to transfer an existing 403 (b) custodial account from your current Custodian to Direxion
Appointment of Authorized Agent	To authorize your financial professional to place trades on your behalf
Automatic Investment Plan Application	Use this Form to provide ACH instructions for future use or to set up an automatic investment schedule you select
Systematic Withdrawal Plan Application	Use this to set up systematic withdrawals by check or via ACH
Check Writing Application	Use this to establish the check writing option on your Direxion US Government Money Market Fund account