Mutual Funds IRA Beneficiary Change Request Form

Request a beneficiary change for an IRA account.

Hartford Funds IRA Distribution Request Form

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

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

Establish Substantially Equal Periodic Payments from a 403(b)

Additional Investment Form for Retirement Accounts

Make additional contributions to retirement accounts

Hartford Funds IRA Beneficiary Claim Form

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

Hartford Funds Plan Administration Online

This online feature can greatly simplify SIMPLE and SEP plan administrative tasks.

Coverdell Education Savings Account Custodial Agreement and Disclosure Statement

Explains the basic questions regarding Coverdell ESA accounts.

Corporate Resolution Form

Corporate Resolution Form

Hartford Funds Power of Attorney Form

Hartford Funds Power of Attorney Form

Hartford Funds - Transfer on Death (TOD) Form

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

Hartford Funds Change of Ownership Form

Hartford Funds Change of Ownership Form

Hartford Funds Traditional/Roth IRA Guide

Explains the basic federal tax rules for Traditional and Roth IRAs.

Death Claim Right to Act Form

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