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Showing 62 results for "Mutual Fund Forms"
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Request a distribution from a Traditional, Roth, SEP, or Simple IRA account.
Request a beneficiary change for a 403(b) account.
Request a beneficiary change for an IRA account.
Establish an automatic investment program from your bank to one or more mutual fund.
Request a return of an excess contribution to a Traditional, Roth, or SEP IRA account.
Establish a beneficiary for non-qualified accounts registered to an individual, joint tenants with rights or survivorship, or tenants by entirety.
Establish an authorized agent to buy, sell, or trade mutual funds.
Make additional contributions to retirement accounts
Elect a cost basis method for non-qualified account types.
Request a distribution from a non-qualified account.
Request a distribution from a Coverdell ESA.
Identify who is authorized to act on behalf of a beneficiary for a death claim (e.g. executor, trustee, power of attorney, etc.).
Provide an Alternate Cost Basis Value for the proceeds from a decedent's account.
To initiate a claim on a non-retirement account where the owner has passed away.
Change the current death beneficiary designation to a Coverdell ESA.
Establish a salary reduction election for a SIMPLE IRA.
Communicate investment needs for each payroll submission and organize investment allocations of employer contributions.
Communicate investment needs for each payroll submission and organize investment allocations of employee salary reduction contributions.
Request a distribution from a 403(b) account.
Request a change to a Registered Representative's Broker Dealer.
Use along with a Summary Plan Description to notify employees of their eligibility to participate in a SIMPLE IRA Plan.
The Secure Act, signed into law on December 20, 2019, included changes to retirement accounts that are effective immediately. Contact your financial advisor for more information.
Instructions and application to request a 403(b) Required Minimum Distribution (RMD).
Establish a Traditional or Roth IRA.
Convert an existing Traditional, SIMPLE, or SEP IRA to a Roth IRA.
Explains the basic federal tax rules for Traditional IRAs.
Add or change the bank or credit union linked to a Hartford Funds account.
Certify trust information for a Hartford Funds account.,
Initiate a direct rollover or transfer of assets from an existing Trustee/Custodian to a Hartford Funds retirement account.
Explains the basic federal tax rules for Roth IRAs.
Establish Electronic Funds Transfer or ACH Debit Authorization
Hartford Funds SIMPLE IRA Application Non-Designated Financial Institution Plan
Explains the basic questions regarding Coverdell ESA accounts.
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account.
Elect the amount of federal tax withholding from pension or annuity payments.
Establish foreign status for tax withholding purposes.
Make a one-time change to the Life Expectancy Method if taking substantially equal periodic payments under 72(t).
UMB Bank, n.a. SIMPLE IndividualRetirement Custodial Account
403(b) Custodial Account Agreement with UMB Bank, n.a. as Custodian
Hartford Funds - Mutual Funds List For Non-Retirement Accounts Class A and C
Hartford Funds Account Application – Class Y
Hartford Funds Account Application - Class F
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account. - Non- Spouse
Use this form to request a return of an excess employee contribution and/or employer contribution made to a SIMPLE IRA.
Identify beneficiaries by name when the deceased’s beneficiary designation lists unspecified members of a group (e.g. “per stirpes” or “equally to all surviving children”)
Hartford Funds - Mutual Funds List For Retirement Accounts Class A and C
Establish a Death Beneficiary Coverdell ESA or appoint a new Responsible Individual.
Simple individual retirement custodial account agreement
Use this form to transfer your existing Coverdell Education Savings Account (“Coverdell ESA”) to a new Designated Beneficiary,
replace the Responsible Individual on existing Coverdell ESA, or change the death beneficiary on an existing Coverdell ESA.
To remove the custodian from a Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account held at Hartford Funds once the minor has reached their state’s age of trust termination.
Transfer non-qualified assets to Hartford Funds.
Initiate a transfer from an existing trustee/custodian to Hartford Funds.
Make additional investments to a non-retirement account
Enroll in systematic withdrawals from non-qualified accounts.
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