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Welcome to Hartford Funds Forms & Literature Center

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Most popular Mutual Funds Forms:

Hartford Funds Traditional/Roth IRA Adoption Agreement
Hartford Funds IRA Distribution Request Form
Mutual Funds Account Application - Hartford Funds
Hartford Funds Retirement Asset Transfer Form
Mutual Funds IRA Beneficiary Change Request Form
Hartford Funds SIMPLE IRA Application Non-Designated Financial Institution Plan
Hartford Funds IRA Distribution Request Form
Hartford Funds Required Minimum Distribution (RMD) Form
Hartford Funds - Transfer on Death (TOD) Form
Mutual Fund Bank or Credit Union Information Form

Click here to view all Mutual Funds Forms >


Most Popular SMART529 Forms:

Account Application Form
Distribution Request Form
Account Features Form
Account Information Change Form
SMART529 Offering Statement

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Most Popular CHET Advisor Forms:

Account Application Form
Incoming Rollover/Transfer
Disclosure Booklet
Account Features Form
Account Information Change Form

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are suitable for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or exchange-traded managed fund (ETMF) prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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