Hartford Funds 403(b) Beneficiary Change Request Form

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

Hartford Funds IRA Distribution Request Form

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

Hartford Funds Account Application

Hartford Funds Account Application

Hartford Funds Coverdell Education Savings Account Adoption Agreement

Establish a Coverdell ESA.

Hartford Funds Coverdell Education Savings Account Distribution Request Form

Request a distribution from a Coverdell ESA.

Hartford Funds IRA Beneficiary Claim Form

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

403(b) Custodial Account Agreement

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

View FINRA Letter

Additional Investment Form for Retirement Accounts

Make additional contributions to retirement accounts

Mutual Fund Bank or Credit Union Information Form

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

Hartford Funds Trading Authorization Form

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

Mutual Fund SEP IRA Investment Transmittal Form

Communicate investment needs for each payroll submission and organize investment allocations of employer contributions.

Hartford Funds SIMPLE IRA Investment Transmittal Form

Communicate investment needs for each payroll submission and organize investment allocations of employee salary reduction contributions.

Coverdell Education Savings Account Death Claim Form for Mutual Fund Accounts

Establish a Death Beneficiary Coverdell ESA or appoint a new Responsible Individual.