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James Advantage Funds
1.800.99.JAMES

Forms

Account Options Form

Setup or Change Your Automatic Investment Plan Change or Start a Distribution Plan
Setup or Change a Systematic Withdrawal Plan Setup or Change Your Telephone & Online Access
Setup or Change Your Bank Options - Electronic and Redemption options Setup Duplicate Statements
Change Your Address Add Transfer on Death (TOD) to your account
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Cost Basis Election Form

Complete this form to elect a different cost basis method for covered shares.
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IRA Distribution Form

Use this form to authorize a distribution from your retirement account.
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IRA Transfer Form

Used to transfer an IRA from another institution to James. If opening a new James account please complete an IRA Application.
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Direct Rollover IRA Form

Direct Rollover IRA Form used to assist with a direct rollover of a distribution from your prior employer's qualified retirement plan to a new or existing James IRA or Roth IRA.
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Designation / Change of IRA Beneficiary

Use this form to designate and/or change the primary and secondary beneficiaries for your James Advantage Funds.
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Coverdell Transfer of Assets Form

Used to transfer a Coverdell ESA Account from another institution to James. If opening a new James account please complete a Coverdell ESA Application.
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Invest In Your Existing Account Form

Use these handy investment stubs to invest in an existing account (regular or retirement).
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Trading Authorization Form

Use this form to authorize a person other than the account owner to trade on your James account.
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Daily NAV & Distributions

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Economic Outlook

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Forms & Reports

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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-995-2637 or click here to view or download a prospectus online.

Mid, Small and Micro Cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund holdings and sector weightings are subject to change without notice. Past performance is no guarantee of future results.
© 2014 James Advantage Funds

James Advantage Funds are offered only to US citizens and residents and any information on the website is intended solely for that purpose. Nothing on this web site should be considered a solicitation to buy or an offer to sell any James funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. For international investors please see Institutional.

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