Mail to: The Brandywine Funds 2026

1. Click ‘Get Form’ to open the IRA Application in the editor.
2. Begin by selecting the type of IRA you wish to open. Choose one option from the list provided, such as Traditional IRA or ROTH IRA, and indicate the tax year if applicable.
3. Fill in your Investor Information, including your first name, middle initial, last name, date of birth, and Social Security number. If your mailing address differs from your physical address, provide that information as well.
4. Complete the Physical Street Address section with your residential address. Ensure it is accurate as this will be used for all statements and required mailings.
5. In the Investment Choices section, specify your investment amount and payment method. If using a check, ensure it is made payable to The Brandywine Funds.
6. If opting for an Automatic Investment Plan (AIP), select your preferred frequency and attach a voided check in Section 7.
7. Provide Beneficiary Information by listing primary and secondary beneficiaries along with their details.
8. Finally, review all sections for completeness before signing in Section 9. Ensure you have read the Disclosure Statement and Custodial Account Agreement.

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