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NOTICE: 2018 Capital Gains Available. View PDF here.

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

Regular Account Application

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.

Regular Account Application

Traditional IRA Application

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.

Traditional IRA Application

Roth IRA Application

For people looking to make pre-tax 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.

Roth IRA Application

IRA Distribution Form

Sometimes it's necessary to make a withdrawal. This form allows you request a total or partial distribution due to death, disability or retirement, or to begin a systematic withdrawal plan.

IRA Distribution Form

IRA Transfer or Direct Rollover Request Form

Changed jobs and left your 401(k) assets behind? There are several benefits to rolling it into your existing retirement plan.

IRA Transfer or Direct Rollover Request Form