63 results for "Mutual Fund Forms"
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Request a beneficiary change for an IRA account.
Request a beneficiary change for a 403(b) account.
Request a distribution from a Traditional, Roth, SEP, or Simple IRA account.
Request a change to a Registered Representative's Broker Dealer.
Request a distribution from a Coverdell ESA.
Request a distribution from a non-qualified account.
Make additional contributions to retirement accounts
Establish Substantially Equal Periodic Payments from a 403(b)
Elect a cost basis method for non-qualified account types.
Explains the basic federal tax rules for Traditional and Roth IRAs.
Hartford Funds Power of Attorney Form
Explains the basic questions regarding Coverdell ESA accounts.
Certify trust information for a Hartford Funds account.,
Hartford Funds Change of Ownership Form
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account.
Initiate a direct rollover or transfer of assets from an existing Trustee/Custodian to a Hartford Funds retirement account.
Establish an automatic investment program from your bank to one or more mutual fund.
Establish Electronic Funds Transfer or ACH Debit Authorization
Request a return of an excess contribution to a Traditional, Roth, or SEP IRA account.
Establish an authorized agent to buy, sell, or trade mutual funds.
Corporate Resolution Form
Establish a beneficiary for non-qualified accounts registered to an individual, joint tenants with rights or survivorship, or tenants by entirety.
Establish a Traditional or Roth IRA.
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.
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.
Convert an existing Traditional, SIMPLE, or SEP IRA to a Roth 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.
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.
Request a distribution from a 403(b) account.
Request a return of an excess contribution to a Coverdell ESA.
Hartford Funds - Letter of Intent
This online feature can greatly simplify SIMPLE and SEP plan administrative tasks.
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account. - Spouse
UMB Bank, n.a. SIMPLE IndividualRetirement Custodial Account
403(b) Custodial Account Agreement with UMB Bank, n.a. as Custodian
Legal Entity Beneficial Ownership Form
Establish a salary reduction election for a SIMPLE IRA.
Instructions and application to request a 403(b) Required Minimum Distribution (RMD).
Use this form to request a return of an excess employee contribution and/or employer contribution made to a SIMPLE IRA.
Use along with a Summary Plan Description to notify employees of their eligibility to participate in a SIMPLE IRA Plan.
Hartford Funds Account Application - Class F
Hartford Funds Account Application – Class Y
Add or change the bank or credit union linked to a Hartford Funds account.
Hartford Funds Account Application
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).
Enroll in substantially equal periodic payments.
Establish a Death Beneficiary Coverdell ESA or appoint a new Responsible Individual.
Hartford Funds - Mutual Funds List For Retirement Accounts Class A and C
Hartford Funds - Mutual Funds List For Non-Retirement Accounts Class A and C
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.
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”).
Transfer non-qualified assets to Hartford Funds.
Hartford Funds SIMPLE IRA Application Non-Designated Financial Institution Plan
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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