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.

Mutual Fund Broker Dealer Change Form

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

Hartford Funds Trading Authorization Form

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

Hartford Funds - Letter of Intention

Hartford Funds - Letter of Intention

Hartford Funds Account Application

Hartford Funds Account Application

Mutual Fund Trustee Certification Form

Certify trust information for a Hartford Funds account.,

Hartford Funds SEP IRA Adoption Agreement

Establish a SEP IRA.

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.).