Please note that the Literature and Forms link within the Financial Professional Center is more comprehensive than the Literature and Forms link on the investor side of the site.
Uniform Application - Class A/C Shares Uniform Application - Class I/Y Shares
The Pacific Capital Funds of Cash Assets Trust Application - Service Shares (please call Aquila at 1-800-228-7496 to obtain an Original Share application ) IRA Application
Roth IRA Application NAV Investment Restriction Letter
Letter of Intent
Ready Access Features Form
Transfer on Death (TOD) Registration Request Form
Electronic Deposit Request (ACH) Form
Shareholder Transaction Requirements (Redemption, Name Change, Address Change, Deceased Shareholder)
Affidavit of Domicile Aquila Distributors, Inc. Business Continuity Plan