If you would like to receive Baron Funds' literature via US mail, please complete the following form. If you are unsure what to request, if your browser does not support forms, or if you reside in a country other than the U.S., please call (800)99-BARON or (212)583-2100 to speak with a Fund Representative or send us an email at
email@example.com. Note: The Funds are offered and sold only to persons with a U.S. social security number or tax identification number.
Download electronic versions of any of our forms.
Step1: Contact Information
= required information *
Step 2: Requested Materials
All investment kits include the most recent Summary prospectus(es), Fund Fact Sheets, applications, automatic investment plan application and quarterly report. IRA, Simple IRA and Coverdell Education Savings Acct. kits also include an disclosure booklets, applications and transfer forms. Investments kits and forms are for ALL FUNDS unless otherwise noted. (For quantities greater than 5, please call (800)99-BARON or (212)583-2100).
Select the fund(s) you would like for which you would like to receive an investment kit:
Select the type of account you would like to open and the number of kits.
IRA Account (Traditional,SEP, and Roth IRA)
Simple IRA (Small businesss only)
Coverdell Education Savings Account
Step 3: Additional Materials (Optional)
If you require additional applications and prospectuses, you may select them here.
I require additional copies of select forms and fund materials
Regular Account Application
Universal IRA Information Booklet (Traditional, SEP, and Roth IRA)
IRA Application/Transfer Form (Traditional, SEP, and Roth IRA)
Simple IRA Information Booklet
Simple IRA Application/Transfer Form
Coverdell Information Booklet
Coverdell Application/Transfer Form
Transfer Form (Traditional, SEP, and Roth IRA)
Most Recent Quarterly Report (Includes Commentary on All Funds by Fund Managers
Most Recent Financial Report (Baron Asset, Growth, Small Cap, iOpportunity & Fifth Avenue Growth Fund)
Most Recent Financial Report (Baron Partners, Retirement Income, International Growth, & Real Estate Fund)
Automatic Investment Plan Enrollment Form
Summary Prospectus for Baron Investment Funds Trust
Summary Prospectus for Baron Select Funds
Baron Partners Fund
Baron Focused Growth Fund
Baron International Growth Fund
Baron Real Estate Fund
Baron Emerging Markets Fund
Step 4: Optional Information
Shareholder - Direct
Shareholder – Schwab
Shareholder – Fidelity
Shareholder – Other
Managed Account Owner
Shareholder – 401K
Select the fund(s) you would like for which you would like to receive an investment kit.
I was referred to Baron Funds by....
Wall Street Journal
Mutual Fund Magazine
You should receive the requested information within 5 to 7 business days.