Permanent Portfolio
Short-Term Treasury Portfolio
Versatile Bond Portfolio
Aggressive Growth Portfolio

Investor Resources

Applications and Forms

If you are opening a new account, you must read the Prospectus and Custodial Account Agreement (IRA and CESA accounts only) before investing.

General Use PDF
New Account Application
Open a new non-retirement account.
Entity Account Application
Open a new non-retirement entity account (i.e. corporations, limited liability companies, general partnerships, foreign entities, limited partnerships, business/statutory trusts and other similar types of entities).
Account Options Form
Make changes or add services to your existing non-retirement account.
Change of Registration Form
Change the registration of an existing non-retirement account. A New Account Application must accompany this form unless noted.
Certification of Beneficial Owners
Provide information about the beneficial owner(s) and/or individual with control over the legal entity.
Letter of Instruction Form
Provide detailed instructions on changes to your account.
   
Retirement PDF
Individual Retirement Account (IRA) Application
Open a new IRA.
IRA Transfer Form
Transfer or rollover retirement funds.
Coverdell Education Savings Account (CESA) Application
Open a CESA.
Required Minimum Distribution (RMD) Form
Request your RMD payout.
Beneficiary Designation Form
Add or change beneficiaries on your existing retirement account.
Beneficiary Payout Form for IRA Assets
Request payment to beneficiary(ies).
IRA/Qualified Plan Distribution Request Form
Request a distribution from your retirement account.
Custodial Account Agreement
Provides general information and disclosure regarding your IRA and CESA accounts.

Questions?

Contact our Shareholder Services Office at (800) 531-5142 or e-mail info@permportfunds.com.

Account Access

Automated account access and Portfolio information are available 24 hours a day.

  • View Portfolio information
  • View account activity
  • Exchange or redeem shares
  • Sign up for eDelivery
  • Log In

If you have questions about your existing account, please contact (800) 341-8900 and ask for a Permanent Portfolio Family of Funds representative.

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing.

Mutual fund investing involves risk; loss of principal is possible.

Pacific Heights Asset Management, LLC (“Pacific Heights”) is the investment adviser to Permanent Portfolio Family of Funds (“Fund”). The Fund is distributed by Quasar Distributors, LLC (“Quasar”), a member of FINRA.  Quasar is not affiliated with Pacific Heights.

Not FDIC Insured.  No Bank Guarantee.  May Lose Value.

Permanent Portfolio®, The Permanent Portfolio Family of Funds®, A Fund for All Seasons® and The Permanent Portfolio Family of Funds logo are registered trademarks of Pacific Heights.  Copyright © 2025 Permanent Portfolio Family of Funds. All rights reserved.