Below you will find all of the necessary documents to set up your new account or maintain your existing account. Our Prospectus provides details about charges, investment objectives, risks of investing and operating policies of our Funds. If you have any questions, please call us directly so that we can provide you with the appropriate assistance at (800) 225-8778

You can view the form and documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.

Current Annual Report

Current Semi-Annual Report

Individual, IRA, and Trust Accounts Prospectus Individual Investor Accounts Regular Account Application Signature Card (for checking) IRA Accounts IRA/ROTH IRA Application IRA Transfer Form IRA Distribution Form Account Maintenance Change of Registration Change of Address

Employer Sponsored Retirement Plans Prospectus 401(k) Investors Fund Exchange Form 401(k) Rollover Form Enrollment Form Distribution Package Beneficiary Form

Please select the appropriate form above and click on the link to view and print the PDF document. Once you have a printed copy, simply follow the instructions and send the completed form to:

California Investment Trust Fund Group
44 Montgomery Street, Suite 2100
San Francisco, CA 94104-4708

If you have any questions, please feel free to contact us at (800) 225-8778.

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