Permanent Portfolio
Short-Term Treasury Portfolio
Versatile Bond Portfolio
Aggressive Growth Portfolio

Investor Resources

Applications and Forms

If you are opening a new account, you must read the Prospectus and IRA & CESA Custodial Account Agreement (IRA and CESA accounts only) before investing.

General Use PDF
Shareholder Account Application
Open a new non-retirement account.
Entity Account Application
Open a new non-retirement entity account (i.e. corporations, limited liability companies, general partnerships, foreign entities, limited partnerships, business/statutory trusts and other similar types of entities).
Account Services Authorization Form
Make changes or add services to your existing non-retirement account.
Change of Registration Form
Change the registration of an existing non-retirement account. A Shareholder Account Application must accompany this form unless noted.
Transfer on Death (TOD) Form
Register a new non-retirement account or re-register an existing non-retirement account as a TOD.
Retirement PDF
IRA Application
Open a new retirement account.
IRA Transfer Form
Transfer or rollover retirement funds.
CESA Application
Open a Coverdell Education Savings Account.
Required Minimum Distribution (RMD) Form
Request your RMD payout.
Designation of Beneficiary Form
Add or change beneficiaries on your existing retirement account.
Beneficiary Payout Form
Request payment to beneficiary(ies).
IRA/Qualified Plan Distribution Request Form
Request a distribution from your retirement account.
IRA & CESA Custodial Account Agreement
Provides general information and disclosure regarding your retirement account.

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing.

Mutual fund investing involves risk; loss of principal is possible.

Pacific Heights Asset Management, LLC (“Pacific Heights”) is the investment adviser to Permanent Portfolio Family of Funds (“Fund”). The Fund is distributed by Quasar Distributors, LLC (“Quasar”), a member of FINRA.  Quasar is not affiliated with Pacific Heights.

Not FDIC Insured.  No Bank Guarantee.  May Lose Value.

Permanent Portfolio®, The Permanent Portfolio Family of Funds®, A Fund for All Seasons® and The Permanent Portfolio Family of Funds logo are registered trademarks of Pacific Heights.  Copyright © 2023 Permanent Portfolio Family of Funds. All rights reserved.