Account Access

Initiate the IRA Rollover/Transfer

You must first print for completion the IRA Rollover/Transfer Request Form before continuing. This Form must be mailed to the address indicated regardless of the accountng method you choose.

Account Registration Checklist for IRA and IRA Rollover/Transfer

In order to complete the IRA account registration process, you will need to have certain personal financial information available to you. Please review and print the IRA Rollover/Transfer Request Form, read the check list below then click Proceed to Online Setup.

• Your Social Security Number
• The names of the Armada funds you want to hold in your IRA.
  (Click here for the Fund Family Overview.)
• The names, birth dates, and Social Security numbers of your
  beneficiaries (optional).
• Your Bank Account Number (either checking or savings,
  whichever you prefer).
• Your Bank's Routing Number (for wire or ACH transfers and/or
  systematic agreements)
  - See below for an example of where to find the routing number.

Since this is a Rollover from a company plan or a transfer from another Custodian, you may also need the following to complete the IRA Rollover/Transfer Request Form that you printed.

• A Copy of your most recent Plan or IRA statement.
• The name, address, and telephone number of your
  former employer's plan administrator or trustee OR
  the current Custodian for your IRA.

You should also read the Disclosure Statement for an explanation of Armada's IRA policies and IRS regulations governing IRAs.

NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

You should consider the investment objectives, risks, charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with this and other information about the Funds or may be obtained by contacting an investment professional or by calling 1-800-622-FUND (3863.) Please read it carefully before you invest or send money.

National City Investment Management Company (IMC) serves as investment adviser to Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with IMC and is not a bank.