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Showing 62 results for "Mutual Fund Forms"
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Request a distribution from a Traditional, Roth, SEP, or Simple IRA account.
Request a beneficiary change for a 403(b) account.
Request a beneficiary change for an IRA account.
Provide an Alternate Cost Basis Value for the proceeds from a decedent's account.
Elect a cost basis method for non-qualified account types.
Make additional contributions to retirement accounts
Establish a beneficiary for non-qualified accounts registered to an individual, joint tenants with rights or survivorship, or tenants by entirety.
Request a distribution from a Coverdell ESA.
Establish Substantially Equal Periodic Payments from a 403(b)
Establish an authorized agent to buy, sell, or trade mutual funds.
Establish an automatic investment program from your bank to one or more mutual fund.
Request a distribution from a non-qualified account.
Request a return of an excess contribution to a Traditional, Roth, or SEP IRA account.
To initiate a claim on a non-retirement account where the owner has passed away.
Change the current death beneficiary designation to a Coverdell ESA.
Identify who is authorized to act on behalf of a beneficiary for a death claim (e.g. executor, trustee, power of attorney, etc.).
Use along with a Summary Plan Description to notify employees of their eligibility to participate in a SIMPLE IRA Plan.
Explains the basic federal tax rules for Traditional IRAs.
Explains the basic federal tax rules for Roth IRAs.
Explains the basic questions regarding Coverdell ESA accounts.
Establish a salary reduction election for a SIMPLE IRA.
Communicate investment needs for each payroll submission and organize investment allocations of employee salary reduction contributions.
Communicate investment needs for each payroll submission and organize investment allocations of employer contributions.
Instructions and application to request a 403(b) Required Minimum Distribution (RMD).
Certify trust information for a Hartford Funds account.,
Request a distribution from a 403(b) account.
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account - Non-Spouse
The Secure Act, signed into law on December 20, 2019, included changes to retirement accounts that are effective immediately. Contact your financial advisor for more information.
Convert an existing Traditional, SIMPLE, or SEP IRA to a Roth IRA.
Initiate a direct rollover or transfer of assets from an existing Trustee/Custodian to a Hartford Funds retirement account.
Hartford Funds SIMPLE IRA Application Non-Designated Financial Institution Plan
Request a change to a Registered Representative's Broker Dealer.
Add or change the bank or credit union linked to a Hartford Funds account.
Establish a Traditional or Roth IRA.
UMB Bank, n.a. SIMPLE IndividualRetirement Custodial Account
Hartford Funds - Mutual Funds List For Non-Retirement Accounts Class A and C
403(b) Custodial Account Agreement with UMB Bank, n.a. as Custodian
Hartford Funds Account Application – Class Y
Submit a death claim for a Traditional, Roth, SIMPLE, or SEP IRA account - Spouse
Use this form to request a return of an excess employee contribution and/or employer contribution made to a SIMPLE IRA.
Enroll in substantially equal periodic payments.
Hartford Funds Account Application - Class F
Make a one-time change to the Life Expectancy Method if taking substantially equal periodic payments under 72(t).
Establish Electronic Funds Transfer or ACH Debit Authorization
Identify beneficiaries by name when the deceased’s beneficiary designation lists unspecified members of a group (e.g. “per stirpes” or “equally to all surviving children”)
Hartford Funds - Mutual Funds List For Retirement Accounts Class A and C
Establish a Death Beneficiary Coverdell ESA or appoint a new Responsible Individual.
Simple individual retirement custodial account agreement
Use this form to transfer your existing Coverdell Education Savings Account (“Coverdell ESA”) to a new Designated Beneficiary,
replace the Responsible Individual on existing Coverdell ESA, or change the death beneficiary on an existing Coverdell ESA.
To remove the custodian from a Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account held at Hartford Funds once the minor has reached their state’s age of trust termination.
Transfer non-qualified assets to Hartford Funds.
Initiate a transfer from an existing trustee/custodian to Hartford Funds.
Make additional investments to a non-retirement account
Enroll in systematic withdrawals from non-qualified accounts.
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