Hartford Investment Financial Svcs - Mutual Funds Online Forms Library

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Hartford Investment Financial Svcs - Mutual Funds
Account Application
Lit No: MF-10015-109
Revised: 04/01/2017
Form ID: 182
Publish: 06/08/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Retirement Asset Transfer/Rollover
Lit No: MF-10022-100
Revised: 03/01/2018
Form ID: 183
Publish: 04/20/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
IRA / ROTH IRA Adoption Agreement
Lit No: MF-10023-105
Revised: 03/01/2018
Form ID: 184
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
SIMPLE IRA Application
Non-Designated Financial Institution Plan
Lit No: MF-10001-103
Revised: 03/01/2018
Form ID: 338
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
CESA Transfer of Assets
Lit No: MF-10025-85
Revised: 03/01/2018
Form ID: 339
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
SEP/SAR-SEP Adoption Agreement
Lit No: MF-10026-101
Revised: 03/01/2018
Form ID: 343
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
SEP IRA Investment Transmittal
Lit No: MF-10028-82
Revised: 03/01/2018
Form ID: 344
Publish: 04/20/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
SIMPLE IRA Investment Transmittal
Lit No: MF-10029-83
Revised: 03/01/2018
Form ID: 345
Publish: 04/23/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
CESA Adoption Agreement
Lit No: MF-10012-103
Revised: 03/01/2018
Form ID: 347
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Non-Qualified Transfer
Lit No: MF-10058-68
Revised: 03/01/2018
Form ID: 349
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
403(b) and Custodial IRA Beneficiary Change
Lit No: MF-10057-17
Revised: 03/01/2017
Form ID: 3716
Publish: 12/07/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
403(b) Distribution Request
Lit No: MF-10061-34
Revised: 04/01/2018
Form ID: 3717
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Automatic Investment Plan
Lit No: MF-10003-89
Revised: 03/01/2018
Form ID: 3718
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Bank or Credit Union Information
Lit No: MF-10047-20
Revised: 11/01/2017
Form ID: 3719
Publish: 12/07/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Broker Dealer Change
Lit No: MF-10041-12
Revised: 03/01/2015
Form ID: 3720
Publish: 03/06/2015
Details
Hartford Investment Financial Svcs - Mutual Funds
Additional Investment for Non-Qualified Accounts
Lit No: MF-10060-62
Revised: 03/01/2018
Form ID: 3730
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
IRA Distribution Request
Lit No: MF-10045-30
Revised: 03/01/2015
Form ID: 3731
Publish: 12/07/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Class Y Share Account Application
Lit No: MF-10062-43
Revised: 06/01/2018
Form ID: 3733
Publish: 05/21/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Non-Spousal IRA Death Claim
Lit No: MF-10056-42
Revised: 04/01/2018
Form ID: 3736
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Non-Retirement Redemption
Lit No: MF-10046-22
Revised: 04/01/2018
Form ID: 3737
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Required Minimum Distribution (RMD) Request
Lit No: MF-10010-34
Revised: 03/01/2017
Form ID: 3738
Publish: 12/07/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Enrollment Form for Substantially Equal Periodic
Payments from IRA Under Section I.R.C. 72(t)
Lit No: MF-10008-29
Revised: 03/01/2018
Form ID: 3740
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Systematic Withdrawal Enrollment
Lit No: MF-10011-75
Revised: 03/01/2018
Form ID: 3741
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
SIMPLE IRA Plan Employer Notification to Eligible
Lit No: MF-10024-17
Revised: 03/01/2017
Form ID: 3844
Publish: 08/01/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Trading Authorization
Lit No: MF-10067-6
Revised: 03/01/2015
Form ID: 3845
Publish: 03/06/2015
Details
Hartford Investment Financial Svcs - Mutual Funds
Transfer on Death (TOD)
Lit No: MF-10002-54
Revised: 05/01/2017
Form ID: 3846
Publish: 12/07/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Return of Excess Contribution Request
Lit No: MF-10075-16
Revised: 04/01/2018
Form ID: 13278
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
SIMPLE IRA Plan Employee Salary Reduction
Lit No: MF-10021-24
Revised: 03/01/2017
Form ID: 15749
Publish: 08/01/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Universal IRA Account Information Kitg
Traditional / ROTH IRA Custodial Agreement
Lit No: MFIRACA
Revised: 09/01/2016
Form ID: 16133
Publish: 08/01/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Change of Ownership Request
Do not use for 403(b) plans or IRA plans with US Bank NA as Custodian
Lit No: MF-10078-26
Revised: 04/01/2018
Form ID: 20514
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Access Request Form EFT/ACH Debit Authorization
Lit No: MF-10074-9
Revised: 05/23/2016
Form ID: 21045
Publish: 08/01/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
403(b) Required Minimum Distribution Request
403(b)
Lit No: MF-10079-19
Revised: 03/01/2017
Form ID: 21047
Publish: 08/01/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Periodic Payments from 403(b) under 729(t)
Enrollment Form for Substantially Equal Periodic Payments from 403(b) Under Section I.R.C. 72(t)
Lit No: MF-10080-17
Revised: 04/01/2018
Form ID: 21048
Publish: 04/20/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Non-Qualified Death Claim for Mutual Fund Accounts
Lit No: MF-10085-22
Revised: 04/01/2018
Form ID: 26453
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
IRA Systematic Distribution Request
Do not use for Required Minimum Distribution requests or 72(t) requests
Lit No: MF-10091-14
Revised: 04/01/2018
Form ID: 29149
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
CESA Death Beneficiary Change MF
Lit No: MF-10095-12
Revised: 04/01/2018
Form ID: 31648
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
CESA Death Claim MF
Lit No: MF-10094-17
Revised: 04/01/2018
Form ID: 31649
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Mutual Fund Trustee Certification
Lit No: MF-10092-12
Revised: 04/01/2018
Form ID: 31650
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Cost Basis Method Election for Non-Qualified MF
Lit No: MF-10087-19
Revised: 03/01/2018
Form ID: 31653
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
CESA Distribution Request
The Hartford Mutual Funds Coverdell ESA Distribution Request Form (Use Only For Coverdell ESA Plans with U.S. Bank NA as Custodian)
Lit No: MF-10096-10
Revised: 04/01/2018
Form ID: 33303
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Coverdell Education Savings Account Package
Custodial Agreement
Lit No: CVDELLCA
Revised: 09/01/2016
Form ID: 33527
Publish: 08/01/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
Account Application Class F
Lit No: MF-10015-114
Revised: 03/01/2018
Form ID: 54673
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Legal Entity Beneficial Ownership Certification
Lit No: MF-10098-1
Revised: 12/01/2017
Form ID: 54674
Publish: 12/21/2017
Details
Hartford Investment Financial Svcs - Mutual Funds
CESA Return of Excess Contribution
Lit No: MF-10097-9
Revised: 04/01/2018
Form ID: 54894
Publish: 04/03/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Additional Investment for Retirement Accounts
Lit No: MF-10089-23
Revised: 03/01/2018
Form ID: 61679
Publish: 04/18/2018
Details
Hartford Investment Financial Svcs - Mutual Funds
Account Application - Class SDR
Lit No: MF-10101-5
Revised: 03/01/2018
Form ID: 61680
Publish: 04/18/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB --NEW--
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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