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Showing 63 results for "Mutual Fund Forms"
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PRODUCTS (0 RESULTS)
INSIGHTS ( 0 RESULTS)
PRACTICE MANAGEMENT ( 0 RESULTS)
LITERATURE (0 RESULTS)
FORMS (
OF 63 RESULTS)
Request a beneficiary change for a 403(b) account.
SAVE
To initiate a claim on a non-retirement account where the owner has passed away.
SAVE
Request a beneficiary change for an IRA account.
SAVE
Request a distribution from a Traditional, Roth, SEP, or Simple IRA account.
SAVE
Request a change to a Registered Representative's Broker Dealer.
SAVE
Hartford Funds Power of Attorney Form
SAVE
Make additional contributions to retirement accounts
SAVE
Corporate Resolution Form
SAVE
Elect a cost basis method for non-qualified account types.
SAVE
Establish an authorized agent to buy, sell, or trade mutual funds.
SAVE
Hartford Funds - Letter of Intention
SAVE
This online feature can greatly simplify SIMPLE and SEP plan administrative tasks.
SAVE
Establish Electronic Funds Transfer or ACH Debit Authorization
SAVE
Establish Substantially Equal Periodic Payments from a 403(b)
SAVE
Request a distribution from a Coverdell ESA.
SAVE
Request a distribution from a non-qualified account.
SAVE
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account.
SAVE
Establish a beneficiary for non-qualified accounts registered to an individual, joint tenants with rights or survivorship, or tenants by entirety.
SAVE
Establish a SEP IRA.
SAVE
Certify trust information for a Hartford Funds account.,
SAVE
Hartford Funds Change of Ownership Form
SAVE
Hartford Funds Account Application
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Explains the basic federal tax rules for Traditional and Roth IRAs.
SAVE
Explains the basic questions regarding Coverdell ESA accounts.
SAVE
Identify who is authorized to act on behalf of a beneficiary for a death claim (e.g. executor, trustee, power of attorney, etc.).
SAVE
Provide an Alternate Cost Basis Value for the proceeds from a decedent's account.
SAVE
Change the current death beneficiary designation to a Coverdell ESA.
SAVE
Instructions to establish foreign status for tax withholding purposes.
SAVE
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.
SAVE
Instructions and application to request a 403(b) Required Minimum Distribution (RMD).
SAVE
Establish an automatic investment program from your bank to one or more mutual fund.
SAVE
Add or change the bank or credit union linked to a Hartford Funds account.
SAVE
Legal Entity Beneficial Ownership Form
SAVE
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. Revised forms are expected to be posted in the coming weeks.
SAVE
Establish a salary reduction election for a SIMPLE IRA.
SAVE
Request a return of an excess contribution to a Traditional, Roth, SIMPLE, or SEP IRA account.
SAVE
Use along with a Summary Plan Description to notify employees of their eligibility to participate in a SIMPLE IRA Plan.
SAVE
403(b) Custodial Account Agreement with UMB Bank, n.a. as Custodian
SAVE
Convert an existing Traditional, SIMPLE, or SEP IRA to a Roth IRA.
SAVE
Hartford Funds - Mutual Funds List For Non-Retirement Accounts Class A and C
SAVE
Hartford Funds - Mutual Funds List For Retirement Accounts Class A and C
SAVE
Hartford Funds Account Application – Class Y
SAVE
Communicate investment needs for each payroll submission and organize investment allocations of employer contributions.
SAVE
Hartford Funds Account Application - Class F
SAVE
Communicate investment needs for each payroll submission and organize investment allocations of employee salary reduction contributions.
SAVE
Establish a Death Beneficiary Coverdell ESA or appoint a new Responsible Individual.
SAVE
UMB Bank, n.a. SIMPLE IndividualRetirement Custodial Account
SAVE
Initiate a direct rollover or transfer of assets from an existing Trustee/Custodian to a Hartford Funds retirement account.
SAVE
Request for Taxpayer Identification Number and Certification
SAVE
1/28/2013
Elect the amount of federal tax withholding from pension or annuity payments.
SAVE
Establish foreign status for tax withholding purposes.
SAVE
Request a distribution from a 403(b) account.
SAVE
Enroll in substantially equal periodic payments.
SAVE
Make a one-time change to the Life Expectancy Method if taking substantially equal periodic payments under 72(t).
SAVE
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.
SAVE
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”).
SAVE
Transfer non-qualified assets to Hartford Funds.
SAVE
Establish a Traditional or Roth IRA.
SAVE
Hartford Funds SIMPLE IRA Application Non-Designated Financial Institution Plan
SAVE
Initiate a transfer from an existing trustee/custodian to Hartford Funds.
SAVE
Make additional investments to a non-retirement account
SAVE
Enroll in systematic withdrawals from non-qualified accounts.
SAVE
OTHERS (0 RESULTS)