At The Flex-funds, personal attention, easy account access, and friendly people are just some of the benefits you will receive when you invest with us.

Contacting Us
There are a number of ways to contact us to get information on your account, ask a question about your investments with The Flex-funds, or request an Investor Information Kit on The Flex-funds. For a list of phone and fax numbers, mail and e-mail addresses, click here.

Opening an Account
You can request The Flex-funds Investor Information Kit, containing fund information, applications, and a prospectus, by calling Shareholder Services at 800-325-3539. You can also request information online, or download the kit. Please read the prospectus carefully before investing.

Send your completed application and your initial investment to:

The Flex-funds
Attention: Shareholder Services
P.O. Box 7177
Dublin, OH 43017

A confirmation statement and welcome letter will be sent to you address of record after we process your application.

Retirement Accounts
The Flex-funds offers retirement accounts (IRAs) for individual shareholders. Investors can establish a traditional, Roth, SEP, or SIMPLE IRA with any of The Flex-funds. Contact Shareholder Services for specific application forms to open a retirement account with us. You can also request or download IRA forms online.

You can also rollover your account with an employer-sponsored qualified plan, including 401(k)s, into a Flex-funds IRA. Contact Shareholder Services for instruction and the necessary forms.

Money Market Accounts
The Flex-funds Money Market Fund is one of the top general purpose money market funds in the nation. In addition to competitive returns and yields, The Money Market Fund offers investors free checkwriting services with a low minimum draft amount of only $100.

Contact Shareholder Services for a Money Market Fund application and prospectus, or request or download the forms online. You can also request additional checks for your Flex-funds Money Market account by contacting Shareholder Services.

Accessing Your Account by Phone
You can call The Flex-funds Shareholder Services at 800-325-3539 to speak with a representative and get information on your account. Our Shareholder Services department is available weekdays excluding financial market holidays, between 8:30 am and 5:00 pm EST.

Accessing Your Account On-Line
You can access your Flex-funds account through our web site. Your Tax Identification or Social Security number is your ID number. Your Personal Identification Number (PIN) is your password to accessing your account information, and should be protected. Your PIN is assigned when you open your Flex-funds account. If you have forgotten your PIN, or would like to change it, please contact The Flex-funds Shareholder Services.

Contributions
You can make contributions to your Flex-funds account by check or wire transfer payable to the specific fund.

By Check: Make your check payable to the specific fund you are investing in. You can send your contribution to:

The Flex-funds
L-2569
Columbus, Ohio 43260

For faster processing, please include a remittance stub or deposit slip with your contribution. Contact Shareholder Services for a supply of deposit slips, or download a copy online.

By Wire: Please call The Flex-funds Shareholder Services prior to transmitting your contribution by wire with the amount you will be sending and the name of the fund(s) you want to purchase. Please have your bank wire federal funds to:

The Huntington National Bank
ABA#: 044000024
DDA Name: Flex-funds Activity Account
DDA #: 01892236997
Attn: (Include the name of the Fund you wish to purchase)
Account Name: (Shareholder Name)
For Account # (Shareholder Account Number)

Trades, Redemptions, and Other Transactions
To execute trades within your Flex-funds account, redemptions to your account, or other transactions related to your account, you may contact The Flex-funds Shareholder Services by phone, fax, mail, or e-mail between 8:30 am and 5:00 pm EST weekdays excluding financial market holidays. Transaction requests for all funds except for The Money Market Fund that are received before 4:00 pm EST will be processed the same day. Requests received after 4:00 pm EST will be processed the next financial business day.

Transaction requests for The Money Market Fund must be received by 12:00 pm EST in order to be processed the same day. Requests received after 12:00 pm EST will be processed the next financial business day.

Other Account Services

Automatic Account Builder
This program offers you a convenient way to make contributions to your Flex-funds account by automatically transferring money from your checking or savings account on a regular basis to purchase shares in the fund(s) you select.

Automatic Account Builder deducts an amount that you determine ($100 minimum) from your personal checking or savings account for deposit in your Flex-funds account on or around the 1st and 15th of every month.

You can start Automatic Account Builder on your new Flex-funds account by completing Section 6 of the New Account Application. Or contact Shareholder Services to find out how you can start this service on an existing Flex-funds account.

Systematic Withdrawal Program
Flex-funds shareholders can also have a preset amount withdrawn from your account on a monthly, bimonthly, or semi-annual basis. Redemptions are usually made between the 27th and the 30th of each month.

Funds can be transferred to the account of your choice by mail, wire, or ACH (automated clearinghouse).

• Transfer of funds by mail: Funds will be mailed to your address of record on the business day following execution of the redemption.
• Transfer of fund by wire: Funds can be wired to your financial institution for any amount over $1,000. Wire transfers will be executed on the business day following the redemption.
• Transfer for funds by ACH: You must send us a copy of a voided check to verify routing. Funds will be transferred to your financial institution on the business day following execution of the redemption.

Complete Section 7 of the Flex-funds New Account Application, or contact The Flex-funds Shareholder Services to find out how you can start a systematic withdrawal program on an existing account.