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.

Hartford Funds SIMPLE IRA Investment Transmittal Form

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

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 Trustee Certification Form

Certify trust information for a Hartford Funds account.,

Hartford Funds SEP IRA Adoption Agreement

Establish a SEP IRA.

Hartford Funds Traditional/Roth IRA Guide

Explains the basic federal tax rules for Traditional and Roth IRAs.

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 Power of Attorney Form

Hartford Funds Power of Attorney Form