The following are required filings under Treasury regulations for cost basis reporting that began in 2012. Examples of organization actions that could affect basis are nontaxable distributions or reorganizations. Information on Form 8937 is not to be used for tax reporting. Any impact to your account will be provided on Form 1099-DIV.

Hartford World Bond Fund 

2022 - Form 8937     2016 - Form 8937

Corporate Actions

10/25/2024 – Hartford AARP Balanced Retirement Fund was acquired by Hartford Conservative Allocation Fund

Form 8937

10/6/2023 – Hartford Quality Value Fund Share Class Consolidation and Conversion to Hartford Quality Value ETF 

Form 8937

09/25/2020 – Hartford High Yield HLS Fund was acquired by Hartford Total Return Bond HLS Fund 

Form 8937

09/25/2020 – Hartford U.S. Government Securities HLS Fund was acquired by Hartford Ultrashort Bond HLS Fund 

Form 8937

09/18/2020 – Hartford Value HLS Fund was acquired by Hartford Dividend and Growth HLS Fund 

Form 8937

09/18/2020 – Hartford Global Growth HLS Fund was acquired by Hartford Disciplined Equity HLS Fund 

Form 8937

09/18/2020 – Hartford Growth Opportunities HLS Fund was acquired by Hartford Disciplined Equity HLS Fund 

Form 8937

09/18/2020 – Hartford MidCap Growth HLS Fund was acquired by Hartford MidCap HLS Fund 

Form 8937

09/18/2020 – Hartford MidCap Value HLS Fund was acquired by Hartford MidCap HLS Fund 

Form 8937

07/24/2020 – Hartford Quality Bond Fund was acquired by The Hartford Total Return Bond Fund 

Form 8937

11/22/19 – Hartford International Small Company Fund was acquired by Hartford Global Impact Fund 

Form 8937

09/20/19 – Hartford Global All-Asset Fund was acquired by Hartford AARP Balanced Retirement Fund 

Form 8937

10/26/2018 – Hartford Global Capital Appreciation Fund was acquired by Hartford International Equity Fund 

Form 8937

07/16/2018 – Hartford Municipal Real Return fund was acquired by The Hartford Municipal Opportunities Fund 

Form 8937

07/02/2018 – Hartford Schroders Emerging Markets Debt & Currency Fund was acquired by Hartford Schroders Emerging Markets Multi-Sector Bond Fund 

Form 8937

06/25/2018 – Hartford Global Equity Income Fund was acquired by Hartford International Equity Fund 

Form 8937

09/25/17 – Hartford Unconstrained Bond Fund was acquired by the Hartford Strategic Income Fund 

Form 8937

Reverse Share Split Class C Shares