Applications & Forms

We’ve made it easy for you to open new accounts, update existing accounts, and execute transactions. These convenient forms and applications provide everything you need to get started. For your convenience, all of our applications and forms are writable PDFs.

New Account Applications

Account Application – This form may be used to establish a new non-retirement account.

IRA Packet – This packet provides information on IRA accounts and includes the necessary account opening documents.

IRA Application – This form may be used to establish a new Traditional Individual Retirement Account (IRA), Rollover IRA, Roth IRA, or SEP IRA.

SIMPLE IRA Packet – This packet provides information on Simple IRA accounts and includes the necessary account opening documents

SIMPLE IRA Application – This form may be used to establish a new SIMPLE IRA account.

Coverdell ESA Packet – This packet provides information on Coverdell Education Savings Accounts (ESA) and includes the necessary account opening documents.

Coverdell ESA Application – This form may be used to establish a new Coverdell Education Savings Account (ESA).

NAV Application – This form may be used for net asset value purchases. The criteria to be eligible to purchase shares of First Eagle Funds at net asset value is outlined in this form and detailed in the Prospectus.

Transfer on Death Form – This form may be used to add or update the beneficiary(ies) on your non-retirement account.

Account Maintenance / Transactions

Special Options Form – This form may be used for existing accounts to adopt changes to any of the following:

  • Dividend and Distribution Options
  • Name Changes,
  • Telephone Purchase, Exchange and Redemption Options
  • Banking Information
  • Automatic Investment Program
  • Automatic Exchange
  • Systematic Withdrawal Plan
  • Electronic Delivery of Statements, Annual/Semi-Annual Reports and Prospectuses and Confirmations
  • Letter of Intention
  • Rights of Accumulation
  • Interested Parties/Additional Mail
  • Cost Basis Election

Change of Account Ownership Form - This form may be used to change the ownership or transfer shares from an existing non-retirement account into a new or existing non-retirement account.

Non-IRA Redemption Form – This form may be used to redeem shares from non-IRA accounts.

Required Minimum Distribution Form – This form may be used to request a Required Minimum Distribution from your retirement account.

IRA Distribution Form – This form may be used to request a distribution from your retirement account.

Inherited IRA Distribution Form – This form may be used to request a distribution from your inherited IRA account.

IRA Beneficiary Form – This form may be used to add or change a beneficiary designation on your IRA account.

IRA/Roth Transfer Form – This form may be used to effect a direct transfer to a First Eagle Funds Individual Retirement Account (IRA) from an IRA with another custodian or a direct rollover from a Qualified Plan.

Simple IRA Transfer Form – This form may be used to effect a direct transfer to a First Eagle Funds SIMPLE IRA from a SIMPLE IRA with another custodian.

Coverdell ESA Transfer Form – This form may be used to effect a direct transfer to a Coverdell Education Savings Account (ESA) from a Coverdell ESA with another custodian.

 

How to Invest
You can purchase First Eagle Fund shares through the Distributor by mailing a check made payable to First Eagle Funds, along with the completed New Account Application, to: First Eagle Funds, P.O. Box 219324, Kansas City, MO 64121-9324. Investors may also purchase shares through the Distributor by ACH transfer or by bank wire. Please call 800.334.2143 to administer an ACH transfer. Please call before wiring any funds.

In addition, you can purchase a Fund’s shares through select securities dealers with whom the Distributor has sales agreements. New Account Applications for First Eagle Funds are also available from these authorized dealers. For a list of authorized dealers, please call the Distributor at 800.747.2008.

Submitting Forms By Mail:
Overnight Mail
First Eagle Funds
c/o DST Systems, Inc.
330 West 9th Street
Kansas City, MO 64105-1807
Regular Mail
First Eagle Funds
P.O. Box 219324
Kansas City, MO 64121-9324

Wiring Instructions:
State Street Bank and Trust
ABA: 011-000-028
Credit A/C 75000125, First Eagle Funds
FFC: (A/C or confirm number)

Purchasing or Redeeming Shares
You can purchase, redeem or exchange First Eagle Fund shares on any business day at their net asset value next computed after proper receipt of the order. Transaction orders may be submitted via telephone, through your authorized dealer or FEF Distributors, LLC (800.334.2143). Shares held in the dealer’s ‘‘street name’’ must be redeemed or exchanged through the dealer. See the Once You Become a Shareholder section of the Fund’s Prospectus for more information.

Contact Us

Shareholder Services

First Eagle Funds
Shareholder Servicing Agent
PO Box 219324
Kansas City, MO 64121-9324
800.334.2143

To continue, please confirm: