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Forms & Literature Search Results


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Hartford Funds Power of Attorney Form

10/5/2017 | pdf

Hartford Funds Power of Attorney Form

Available For Download Only

Hartford Funds Account Application - Class F

3/30/2018 | pdf

Hartford Funds Account Application - Class F

Available For Download Only

Hartford Funds Account Application – Class Y

3/30/2018 | pdf

Hartford Funds Account Application – Class Y

Available For Download Only

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

3/30/2018 | pdf

Hartford Funds Account Application

Available For Download Only

Hartford Funds Coverdell Education Savings Account Adoption Agreement

4/2/2018 | pdf

Establish a Coverdell ESA.

Available For Download Only

Tax Form - Request for Taxpayer Identification Number and Certification

2/9/2017 | pdf

W9 form

Available For Download Only

Hartford Funds Trading Authorization Form

11/4/2015 | pdf

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

Available For Download Only

Mutual Fund Direct Deposit Form

2/10/2015 | pdf

Establish a direct deposit from a remitting institution other than a bank or credit union to Hartford Funds.

Available For Download Only

Mutual Fund Broker Dealer Change Form

3/13/2014 | pdf

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

Available For Download Only

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

11/4/2015 | pdf

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

Available For Download Only

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

3/1/2017 | pdf

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

Available For Download Only

Hartford Funds 403(b) Beneficiary Change Request Form

3/1/2017 | pdf

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

Available For Download Only

Hartford Funds - Transfer on Death (TOD) Form

5/18/2017 | 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

Mutual Fund Bank or Credit Union Information Form

11/16/2017 | pdf

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

Available For Download Only

Hartford Funds IRA Distribution Request Form

12/22/2014 | pdf

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

Available For Download Only

Hartford Funds Required Minimum Distribution (RMD) Form

12/6/2017 | pdf

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

Available For Download Only

Hartford Funds SEP IRA Adoption Agreement

3/30/2018 | pdf

Establish a SEP IRA.

Available For Download Only

Mutual Fund Redemption Form - Non-Qualified

4/3/2018 | pdf

Request a distribution from a non-qualified account.

Available For Download Only

Non-Qualified Death Claim Form for Mutual Funds Accounts

4/3/2018 | pdf

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

Available For Download Only

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

4/3/2018 | pdf

Establish Substantially Equal Periodic Payments from a 403(b)

Available For Download Only

Cost Basis Method Election for Non-Qualified Mutual Fund Accounts

3/30/2018 | pdf

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

Available For Download Only

Mutual Fund Trustee Certification Form

4/3/2018 | pdf

Certify trust information for a Hartford Funds account.,

Available For Download Only

IRA Death Claim Form for Mutual Fund Accounts

4/3/2018 | pdf

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

Available For Download Only

Hartford Funds Change of Ownership Form

4/3/2018 | pdf

Hartford Funds Change of Ownership Form

Available For Download Only

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are suitable for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

All investments are subject to risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or exchange-traded managed fund (ETMF) prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies, LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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