Forms and Documents
Fund Documents
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| Prospectus | SAI | Annual Report 12/31/07 |
Quarterly Report 9/30/07 | Semi-Annual Report 6/30/07 |
Quarterly Report 3/31/07 |
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Equity Income |
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Mid-Cap |
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Small-Cap |
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Workplace |
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Fixed-Income |
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Request an Investment Kit
If you'd like an investment kit mailed, you can request one online.
Applications & Forms
Standard Account Forms
- New Account Application: New account form for Individual, Joint, UGMA, Trust, and Corporate accounts.
- Parnassus Automatic Investment Plan: Invest money on a set periodic basis with Parnassus.
- Redemption Request Form: Redemptions requests for non-IRA accounts.
- Transfer on Death Registration: Designating beneficiaries for you account.
IRA Related Forms
- IRA New Account Application: New account form for all IRA-type accounts including Traditional, Roth, and SEP.
- IRA Transfer Form: For transferring or rolling over IRAs from other institutions to Parnassus.
- IRA Disclosure Statement: Information about our IRA program.
- IRA Beneficiary Form: Designating the beneficiaries of your IRA account.
- IRA Distribution Form: For redemptions from your IRA account.
- Change of Address Form: Change of Address may also be submitted online from the Update your Info tab after logging in to your account.
Viewing PDF documents with Adobe Acrobat
Some of our forms and documents are available as Adobe PDF files 
to give the best possible
print format, and the free Adobe Reader application is required for viewing. To read PDF files or if you are experiencing viewing difficulties,
please download and install the latest version of Adobe
Reader.
If you have questions about managing your account, see our Frequently Asked Questions, or call us at (800) 999-3505. We're open 8:30 am to 5:00 pm, Pacific time, Monday through Friday.