New Volumetric Account Application

 US Patriot Act - To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Therefore, when opening an account you must provide your name, address, date of birth, and other information that will allow us to identify you. All information must be completed and will be verified as required by the USA Patriot Act.

 

Retirement Account Applications and Forms (Equity Trust's website)

Equity Trust is Volumetric Fund's retirement account trustee. When opening or making changes to your retirement account you will need to include the appropriate form, to which links are provided below. Please contact Volumetric Fund at 800-541-FUND for further details or question.

New Retirement Applications

Other Equity Institutional Forms


Other Volumetric Forms