Tortoise Mutual Funds
Tortoise Capital Advisors Logo


Forms & Applications

Please note that in order to save any forms completed online, you must have Adobe Acrobat version 8 or higher.
If you do not have this version, you may either click here to download the most recent version or print the blank forms and complete them manually.

Please contact us at 855-TCA-FUND (855-822-3863) if you need assistance.

Open a New Account

Regular Account Application Used to establish many types of Tortoise non-IRA accounts such as individual, joint tenant, trust, custodian (UTMA, UGMA), or corporate registrations.
IRA Account Application Used to establish a Tortoise Traditional, Rollover, Roth or SEP IRA. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian.
Coverdell Education Application Used to establish a Tortoise Coverdale Education Savings account. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian.
IRA Transfer Rollover Form Used to transfer assets from an existing IRA to a Tortoise Funds IRA.
IRA and Coverdell Disclosure Document  

Send your application, along with any other required documents, to:

Regular Mail
Tortoise Funds
c/o U.S. Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701

Overnight Mail
Tortoise Funds
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207