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FORMS & APPLICATIONS

Below are the current forms and applications from Jacob Funds. Contact us here if you have any questions.

Open A New Account

Consent to Electronic Delivery

By clicking Submit, you consent to electronically receive the Jacob Funds' prospectus and/or summary prospectus for each of the Jacob Funds, privacy notice, account application and any other materials that may be required in connection with the information you requested, on the terms set forth below. You also agree to read and agree to the terms of these documents before investing.

Access to Online Documents

To view and print the documents, you will need Adobe Acrobat Reader. If you do not have Acrobat Reader, you can download it for free. If you are unable to download, view, or print the documents, contact Intrepid Capital Funds at 1-866-996-3863 for assistance or to request a free paper copy of any of these documents.

Duration of Election and Consent

Your consent applies only to this request. If you request additional information you may be required to consent to electronic delivery again.

Costs and Risks

The Funds do not charge you a fee to use our website, but you could incur expenses from an internet service provider when you access information online. Also, be aware that your internet service provider may occasionally experience system failure, and hyperlinks to documents may not function properly.

You must read the Prospectus or IRA Plan before you download an Application.

 

Click on the PDF you would like to download, print or complete by hand:

New Account Application
IRA Application

IRA Transfer Application

Coverdell Application
IRA/Coverdell Disclosure


Applications

Used to establish many types of Jacob Funds non-IRA accounts such as individual, joint tenant, trust, custodian (UTMA, UGMA), or corporate registrations.

Used by the beneficiary of a deceased IRA account owner to establish an Inherited IRA with Jacob Funds. Please note, if you are transferring from another custodian you may also need the IRA Transfer of Assets/Direct Rollover Request Form.

Used to request an IRA transfer of assets (“TOA”) or a Direct Rollover from an existing retirement plan to your IRA at Jacob Funds.

Used by the beneficiary of a deceased IRA account owner to establish an Inherited IRA with Jacob Funds. Please note, if you are transferring from another custodian you may also need the IRA Transfer of Assets/Direct Rollover Request Form.

Used by the beneficiary of a deceased IRA account owner to establish an Inherited IRA with Jacob Funds. Please note, if you are transferring from another custodian you may also need the IRA Transfer of Assets/Direct Rollover Request Form.

JACOB FUNDS




Please note that the Jacob Funds referred to in this website are offered and sold only to United States residents, and the information on this website is intended only for such people. The Fund is not offered for sale in countries other than the U.S. and it territories. This website should not be considered a solicitation to buy or an offer to sell shares of the Jacob Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

Each fund's investment objectives, risks, charges, expenses and other information are described in the prospectuses, which must be read and considered carefully before investing. You may download the prospectus or obtain a hard copy by calling 888-522-6239.

Mutual fund investing involves risk. Principal loss is possible.

There are risks inherent in investing in the Internet area, particularly with respect to smaller capitalized companies and the high volatility of internet stocks. Small- and Medium capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. The Internet Fund may invest in debt securities which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.

Jacob Funds are distributed by Quasar Distributors, LLC.