Before opening an account, and for more complete information
regarding the Elite Mutual Funds, obtain a prospectus by clicking
the link below. Investors should consider the investment objectives,
risks, charges and expenses of a mutual fund before investing.
The prospectus contains this and other information about the
Elite Funds. Read the prospectus carefully before you invest
or send money. Also be sure to read other important disclosure
information in the section entitled legal info and important
company policies, including the Code of Ethics, in the section
entitled policies.
If you have any questions, please don't hesitate to email
McCormick Capital Management (MCM): mcminfo@mcmelite.com or call us Monday - Friday, 7:30 am through 4:30 pm, PST
at 800.423.1068. All
applications and forms should be mailed to:
The Elite Mutual Funds
1325 4th Ave., Suite 1744
Seattle, WA 98101
The following
applications require Adobe Acrobat Reader
It's free. Download
it Now
PLEASE FOLLOW THIS LINK BEFORE COMPLETING ANY APPLICATION
- Regular Account Application - This application can be used for individual, joint, trust, UGMA, and corporate accounts.
- IRA Application - This application can be used for traditional IRAs, Roth IRAs, SEP IRAs, and rollover IRAs.
- IRA Transfer Form - This form is for transferring IRA accounts held at other institutions. Once you complete this form, mail it to McCormick Capital Management with a copy of the IRA you wish to transfer.
- Monthly Contribution Plan - This form is for establishing a monthly contribution plan. No one has ever told us they saved too much money. We like to say "save until it hurts".
- Change of Beneficiary Form - This form is for changing your IRA beneficiary (ies). We recommend our clients periodically review their beneficiary information to ensure its accuracy and that it is current.
- Systematic Withdrawal Plan Application - for regular withdrawal of funds from your account.
