Forms & Literature Search Results
41 Results for 'Mutual Fund Forms'
Financial Professionals:
Log in to order forms and literature and manage your subscriptions.
Select All
|
|---|
403(b) Custodial Account Agreement
3/28/2018
|
pdf
403(b) Custodial Account Agreement with UMB Bank, n.a. as Custodian
Available For Download Only
|
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
|
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
|
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
|
Hartford Funds Coverdell Education Savings Account Adoption Agreement
9/7/2018
|
pdf
Establish a Coverdell ESA.
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
|
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
|
