Note: Longleaf Partners urges you to seek the advice of a tax professional before making a financial decision.
All IRA accounts are established in accordance with terms and conditions of the Adoption Agreement
contained in the IRA Kit. Please review the entire IRA Kit for important information
before making an investment.
Please review the Steps to Opening an Account below to
answer any questions about opening a new account with Longleaf.
Longleaf provides two methods for obtaining a new account application:
- An Online Form
to be printed, completed and mailed.
- An Account Kit via U.S. mail.
Steps to Opening an Account:
1) Review Longleaf's prospectus.
2) Complete and sign the account application and IRA Transfer and Conversion Form.
3) Make check payable to "Longleaf Partners Funds (if applicable)."
4) Mail application, Transfer and Conversion Form, and contribution check (if applicable) to:
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Via U.S. Mail
Longleaf Partners Funds
P.O. Box 9694
Providence, RI 02940-9694
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Via Overnight Courier
Longleaf Partners Funds
c/o PFPC Inc.
101 Sabin Street
Pawtucket, RI 02860
(508)871-8800
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To rollover an IRA via Wire:
1) Call Longleaf at (800)445-9469 (option 0) to establish a new account.
2) Be prepared to fax a copy of your account application.
3) Please note the account number you receive on your application.
4) Using that account number, instruct your bank to wire funds as follows:
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PNC Bank
Pittsburgh, PA
ABA#031000053
DDA#8606905185
Specify Longleaf Partners Fund#:
#133 for Partners Fund
#136 for International Fund
#134 for Small-Cap Fund
For credit to: (name as registered on account)
Shareholder account # (the account number you received)
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5) You must send your signed application to the transfer agent. Until the Funds receive your signed application, no redemptions or transfers can be paid.
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