Hartford Funds IRA Distribution Request Form

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

Hartford Funds 403(b) Beneficiary Change Request Form

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

Non-Qualified Death Claim Form for Mutual Funds Accounts

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

Hartford Funds Account Application

Hartford Funds Account Application

Mutual Fund Broker Dealer Change Form

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

Mutual Fund Redemption Form - Non-Qualified

Request a distribution from a non-qualified account.

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.

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

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

Corporate Resolution Form

Corporate Resolution Form

Legal Entity Beneficial Ownership Form

Legal Entity Beneficial Ownership Form

Hartford Funds Plan Administration Online

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

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

Establish Substantially Equal Periodic Payments from a 403(b)

Hartford Funds - Letter of Intention

Hartford Funds - Letter of Intention