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42 Results for 'Mutual Fund Forms'

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403(b) Custodial Account Agreement

3/20/2017 | pdf

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

Available For Download Only

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

12/20/2017 | pdf

Hartford Funds Account Application - Class F

Available For Download Only

Hartford Funds Account Application – Class Y

12/20/2017 | pdf

Hartford Funds Account Application – Class Y

Available For Download Only
Available For Download Only

Hartford Funds Account Application

12/20/2017 | pdf

Hartford Funds Account Application

Available For Download Only
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

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

3/6/2015 | pdf

Establish Substantially Equal Periodic Payments from a 403(b)

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 Broker Dealer Change Form

3/13/2014 | pdf

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

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 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 Change of Ownership Form

6/12/2017 | pdf

Hartford Funds Change of Ownership Form

Available For Download Only

Hartford Funds SEP IRA Adoption Agreement

11/1/2017 | pdf

Establish a SEP IRA.

Available For Download Only

Cost Basis Method Election for Non-Qualified Mutual Fund Accounts

11/1/2017 | pdf

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

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

Mutual Fund Redemption Form - Non-Qualified

3/9/2015 | pdf

Request a distribution from a non-qualified account.

Available For Download Only

IRA Death Claim Form for Mutual Fund Accounts

6/12/2017 | pdf

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

Available For Download Only

Non-Qualified Death Claim Form for Mutual Funds Accounts

6/12/2017 | pdf

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

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

Mutual Fund Trustee Certification Form

6/12/2017 | pdf

Certify trust information for a Hartford Funds 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