How To Invest: Information and Materials

Request Information and Forms By Mail

Click here to Request  information by mail about the Green Century Funds, including information about our mission, the Prospectus for the Funds and the forms needed to invest.  All Green Century materials are printed on recycled paper with soy-based ink.

 

Download Information and Forms Now

1. Download and read the Green Century Funds Prospectus and Privacy Policy.
2. Download and print out the appropriate account registration form for the type of account you wish to open. For retirement and Education Savings accounts, there are also additional documents to download and read as described below.
3. Complete the registration form, and mail it along with a check for your initial investment to:

Green Century Funds
P.O. Box 6110
Indianapolis, IN 46206-6110

IMPORTANT: Each of the various account types offered by the Green Century Funds involves different potential tax consequences. You may wish to consult a tax professional if you have any questions regarding the tax implications of any investment program.

Trouble downloading?  Send an email request for printed copies of the documents.


Step 1: Download and read the Green Century Funds Prospectus and Privacy Policy.

The Green Century Funds Prospectus contains important information about the Green Century Funds, including investment objectives, risks, charges and expenses. Please read the Prospectus carefully before you invest. The Green Century Funds Privacy Policy contains important information about our commitment to respect your non-public and financial information. Please read the Privacy Policy before you invest.

Prospectus dated November 28, 2012 
Green Century Funds Privacy Policy

Other Green Century Funds documents you may wish to download and read:

Annual Report - July 31, 2012
Semi-Annual Report - January 31, 2012
Statement of Additional Information (SAI) - November 28, 2012


Step 2: Download and print out the appropriate account registration form for the type of account you wish to open.

The Green Century Funds are available in a number of account types. If you do not see the type of account you wish to open in the list below, please call 1-800-93-GREEN and ask if we offer the type of account in which you are interested.

Standard Account
Individuals, businesses, trusts, and non-profit organizations may open standard investment accounts. A standard Green Century Funds investment account requires an initial minimum investment of $2,500. However, this requirement is reduced to $1,000 if you sign up for an Automatic Investment Plan and arrange for a minimum of $100 to be transferred on a monthly basis to your Green Century Funds account.
 

   Account Registration Form

 
 
Traditional IRA
Please read the Green Century Funds IRA Disclosure Statement before opening an IRA. You may contribute up to $5000 for 2012 and $5500 for 2013 into a Green Century Funds Traditional IRA (If you are 50 years of age or older, the limit is $6000 for 2012 and $6500 for 2013). Individuals not covered by a retirement plan at work, and people covered by a retirement plan who meet certain IRS income guidelines may be able to deduct their contributions from their taxable income each year. When you retire, distributions from your IRA are generally taxed as ordinary income. More information is included in the Green Century Funds IRA Disclosure Statement. Please call 1-800-93-GREEN or consult a tax professional if you have any questions regarding IRA accounts.
 

     IRA Disclosure Statement
  

 

     IRA Account Registration Form

 
 
Roth IRA
Please read the Green Century Funds IRA Disclosure Statement before opening an IRA. You may contribute up to $5000 for 2012 and $5500 for 2013 into a Green Century Funds Roth IRA (If you are 50 years of age or older, the limit is $6000 for 2012 and $6500 for 2013). Roth IRAs differ from traditional IRAs. With a Roth IRA you cannot deduct your current-year contributions from your taxable income. However, upon retirement, distributions from your Roth IRA are generally not taxed as ordinary income. More information is included in the Green Century Funds IRA Disclosure Statement. Please call 1-800-93-GREEN or consult a tax professional if you have any questions regarding IRA accounts.
 

     IRA Disclosure Statement
  

 

     IRA Account Registration Form

 
 
SEP-IRA Account
A Simplified Employee Pension (SEP) plan allows self-employed people and small business owners to establish SEP-IRAs for the business owner and eligible employees, if any. SEP-IRAs have specific eligibility rules and contribution limits (as described on IRS Form 5305-SEP). Otherwise SEP-IRAs follow the same rules as Traditional IRAs. If you are interested in opening a Green Century Funds SEP-IRA Account, in addition to reading the IRA Disclosure Statement and filling out an IRA Account Registration Form you will also need to complete IRS Form 5305-SEP. You may obtain the 5305-SEP form at the IRS website, www.irs.gov or by downloading below. Please call 1-800-93-GREEN or consult a tax professional if you have any questions regarding SEP-IRA accounts.
 

     IRA Disclosure Statement
  

 

     IRA Account Registration Form
     IRS Form 5305-SEP

 
 
IRA Transfer / Rollover
If you have an existing IRA that you would like to transfer to the Green Century Funds, or if you have a 401(k) account with a past employer that you would like to rollover into a Green Century Funds IRA, please review the Green Century Funds IRA Disclosure Statement, complete the IRA Account Registration form AND complete the Green Century Funds IRA Transfer Request Form. More information is included in the Green Century Funds IRA Disclosure Statement. If you have questions regarding IRA transfers or 401(k) rollovers, please call 1-800-93-GREEN or consult a tax professional.
 

     IRA Disclosure Statement
  

 

     IRA Account Registration Form
     IRA Transfer Request Form

 
 
UGMA / UTMA Account
Uniform Gift to Minor (UGMA) and Uniform Transfer to Minor (UTMA) accounts may provide you tax advantages as you put aside savings for your children or other minors. To open an UGMA or UTMA account, simply use the regular Green Century Funds Account Registration form and fill in the appropriate information under the “Gifts To Minors” section. Call 1-800-93-GREEN or consult a tax professional if you have questions regarding UGMA / UTMA accounts.


     Account Registration Form

 

  

 
 
Coverdell / Education Savings Account
Education Savings Accounts are designed to be a tax advantaged vehicle to save for a child’s educational expenses. You may open an Education Savings Account by completing the Education Savings Account Registration Form. You may also transfer an existing Education Savings Account to a Green Century Funds Education Savings Account by completing both the Registration Form and the Education Savings Account Transfer Request Form. Please read the Green Century Funds Education Savings Account Disclosure Statement for additional information and before opening an Education Savings Account. Call 1-800-93-GREEN or consult a tax professional if you have additional questions.
 

     ESA Disclosure Statement
  

 

     ESA Registration Form
     ESA Transfer Request Form

 
 
Other Account Types
If this list does not contain the type of account in which you are interested, please call 1-800-93-GREEN and let us know what you are looking for. We may be able to accommodate you.
 


3. Complete the registration form, and mail it along with a check for your initial investment to:

Green Century Funds
P.O. Box 6110
Indianapolis, IN 46206-6110

If you wish to overnight your account registration form and check, send them to:

Green Century Funds
c/o Huntington Asset Services
2960 North Meridian Street
Indianapolis, IN 46208

To learn how to download and access these documents, see the Adobe Acrobat Reader Installation Instructions.