If you would like information regarding the benefits and features of a Traditional or Roth IRA, please visit Retirement Central. Applications should be mailed to:
Regular Mail:
Cavanal Hill Funds
P.O. Box 182730
Columbus, OH 43218-2730
Overnight Mail:
Cavanal Hill Funds
4249 Easton Way, Suite 400
Columbus, OH 43219-6171
If you require assistance completing any application, please call:
Cavanal Hill Funds Shareholder Services:
1-800-762-7085
Monday-Friday 8:00 a.m. to 5:00 p.m. Central
For investment purposes outside of retirement, you may want to establish a regular investment account. This form allows you to sign up for a regular account with us.
To plan for your retirement, you may want to establish a traditional IRA. This is for tax-deductible contributions (when you meet certain income limits) from workers and non-working spouses. Earnings accumulate tax-deferred and are taxed upon withdrawal at your then-current tax rate. Withdrawals prior to the age of 59 1/2 are subject to a 10% IRS penalty, as well as being taxed as ordinary income. This form allows you to sign up for a Traditional IRA with us.
For people looking to make contributions from workers and non-working spouses. Earnings accumulate tax-deferred and are not taxed upon withdrawal. This form allows you to sign up for a Roth IRA with us.
Sometimes it's necessary to make a withdrawal. This form allows you to request a total or partial distribution due to death, disability or retirement, or to begin a systematic withdrawal plan.
Changed jobs and left your 401(k) assets behind? There are several benefits to rolling it into your existing retirement plan.