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Roth IRA Forms

Open an Account

Click to view the offering circular.
- HIS Fund Prospectus (PDF)
- HIS Fund Prospectus – Residents of Alabama (pdf)
Complete the appropriate application.
- Please call our office at 866-219-0820 to inquire and/or receive paperwork for IRAs.

Misc. Forms

- IRA Note Purchase Application
- IRA Additional Deposit Form ^† (pdf)
- IRA Release and Authorization (pdf)

^† New rates on all term notes became effective on 10/1/2020. Before submitting the Additional Deposit Form, please confirm that your existing note is eligible for additional deposits. To be eligible for additional deposits, the rate of the existing note must match the rate we are currently offering. You are able to check via online access or call us at 866-219-0820 for assistance.

The initial interest rate on all Notes will depend on the effective interest rates at the time of purchase. Term Notes pay interest at a rate fixed at the time of issuance. Once fixed, the interest rate on a Term Note will not be changed until the Note matures. Demand Notes pay interest at a variable interest. At least thirty (30) days prior to any decrease in the interest rate on a Demand Note, HIS Fund will notify the investor of such change. This information is neither an offer to sell nor a solicitation of an offer to buy the securities issued by HIS Fund. The offering is made only by the prospectus, which contains risk factors that you should carefully consider before investing.

No state securities agency has passed on the accuracy or adequacy of the offering circular nor do any such agencies recommend or endorse an investment in HIS Fund. The unsecured debt securities of HIS Fund are offered in the United States except in the following: Alaska, Hawaii, Oregon, Utah, and Washington. The notes are not savings or deposit accounts or other obligations of a bank and are not insured by the Federal Deposit Insurance Corporation, any state bank insurance fund, the Securities Investor Protection Corporation or any other governmental agency.

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