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41 Results for 'Mutual Fund Forms'

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403(b) Custodial Account Agreement

3/28/2018 | pdf

403(b) Custodial Account Agreement with UMB Bank, n.a. as Custodian

View FINRA Letter

Available For Download Only

Hartford Funds Account Application

9/7/2018 | pdf

Hartford Funds Account Application

Available For Download Only

Hartford Funds 403(b) Beneficiary Change Request Form

9/4/2018 | pdf

Request a beneficiary change for a 403(b) account.

Available For Download Only

Mutual Fund Broker Dealer Change Form

9/4/2018 | pdf

Request a change to a Registered Representative's Broker Dealer.

Available For Download Only

Non-Qualified Death Claim Form for Mutual Funds Accounts

9/4/2018 | pdf

Submit a death claim for non-qualified accounts such as individual, joint, UTMA/UGMA, etc.

Available For Download Only

Executor's Statement of Alternate Value for Non-qualified Mutual Fund Accounts

9/4/2018 | pdf

Provide an Alternate Cost Basis Value for the proceeds from a decedent's account.

Available For Download Only

Enrollment Form for Substantially Equal Periodic Payments from 403(b) Under Section IRC 72(t)

9/4/2018 | pdf

Establish Substantially Equal Periodic Payments from a 403(b)

Available For Download Only

Mutual Fund 403(b) Required Minimum Distribution (RMD) Form

9/4/2018 | pdf

Instructions and application to request a 403(b) Required Minimum Distribution (RMD).

Available For Download Only

Hartford Funds Trading Authorization Form

9/4/2018 | pdf

Establish an authorized agent to buy, sell, or trade mutual funds.

Available For Download Only

Hartford Funds Power of Attorney Form

9/4/2018 | pdf

Hartford Funds Power of Attorney Form

Available For Download Only

Hartford Funds - Transfer on Death (TOD) Form

9/4/2018 | pdf

Establish a beneficiary for non-qualified accounts registered to an individual, joint tenants with rights or survivorship, or tenants by entirety.

Available For Download Only

Hartford Funds IRA Distribution Request Form

9/4/2018 | pdf

Request a distribution from a Traditional, Roth, SEP, or Simple IRA account.

Available For Download Only

Mutual Fund Redemption Form - Non-Qualified

9/4/2018 | pdf

Request a distribution from a non-qualified account.

Available For Download Only

Mutual Fund Bank or Credit Union Information Form

9/4/2018 | pdf

Add or change the bank or credit union linked to a Hartford Funds account.

Available For Download Only

Hartford Funds Required Minimum Distribution (RMD) Form

9/4/2018 | pdf

Instructions and application to request a Required Minimum Distribution (RMD).

Available For Download Only

Hartford Funds Change of Ownership Form

9/4/2018 | pdf

Hartford Funds Change of Ownership Form

Available For Download Only

Mutual Fund Trustee Certification Form

9/4/2018 | pdf

Certify trust information for a Hartford Funds account.,

Available For Download Only

Hartford Funds IRA Beneficiary Claim Form

9/4/2018 | pdf

Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account.

Available For Download Only

Hartford Funds Account Application - Class F

9/7/2018 | pdf

Hartford Funds Account Application - Class F

Available For Download Only
Available For Download Only

Hartford Funds Account Application – Class Y

9/7/2018 | pdf

Hartford Funds Account Application – Class Y

Available For Download Only

Cost Basis Method Election for Non-Qualified Mutual Fund Accounts

9/7/2018 | pdf

Elect a cost basis method for non-qualified account types.

Available For Download Only

Hartford Funds SEP IRA Adoption Agreement

9/7/2018 | pdf

Establish a SEP IRA.

Available For Download Only

Tax Form - IRS W8 Foreign Beneficiary Status Instructions

1/28/2013 | pdf

Instructions to establish foreign status for tax withholding purposes.

Available For Download Only

Death Claim Right to Act Form

9/4/2018 | pdf

Identify who is authorized to act on behalf of a beneficiary for a death claim (e.g. executor, trustee, power of attorney, etc.).

Available For Download Only