Thank you for choosing Permanent Portfolio Family of Funds for your retirement and educational planning needs.  Opening an account is easy by simply following these four steps:

STEP ONE: Read Prospectus & Disclosure Statement
Before opening an Individual Retirement Account or Coverdell Education Savings Account, you must read the Prospectus and the Individual Retirement Account & Coverdell Education Savings Account Disclosure Statement .

The Prospectus is a summary describing the features of an investment in one or more portfolios of Permanent Portfolio Family of Funds.  The Disclosure Statement provides you with basic information about Permanent Portfolio Family of Funds' IRA and Coverdell Education Savings Account.

STEP TWO: Complete Application
Complete the appropriate application: IRA Application | Coverdell Education Savings Account Application.

STEP THREE: Invest
Write a check for your initial investment of $1,000 or more ($100 with the establishment of an Automatic Investment Plan) payable to Permanent Portfolio Family of Funds, Inc.

OR

Complete the IRA Transfer Form, which allows you to transfer existing IRAs and direct rollovers from qualified retirement plans.

STEP FOUR: Submit Paperwork
Send the completed application with check or transfer form to the Funds’ transfer agent:

Mail To:
Permanent Portfolio Family of Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Mail To: Overnight Express
Permanent Portfolio Family of Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., 3rd Floor
Milwaukee, WI 53202-5207

Once your Individual Retirement Account Application or Coverdell Education Savings Account Application and initial investment are received, we will confirm your account by mailing you a Shareholder Account statement, additional purchase forms, and submission envelopes.

If you have questions about our investment process, or if we can offer further assistance, please contact our Shareholder Services Office at (800) 531-5142.