Form Mf 10046 1 PDF Details

The process for redeeming investments from The Hartford Mutual Funds requires careful attention to the details outlined in the form MF-10046-1, a crucial document designed for standard and express mail transactions excluding those related to 403(b) Plans or IRA plans managed by US Bank NA as Custodian. This comprehensive form, available both online and through direct request, covers a range of instructions and options for investors looking to make redemptions from their accounts. From choosing between partial and full redemptions, addressing the potential for additional charges associated with Class B and C shares, to providing explicit mailing instructions for receiving funds, the form integrates multiple steps into a structured format. Crucial to ensuring the proper handling of requests are the requirements for a signature guarantee under certain conditions, such as changes in the address of record or requests involving significant sums of money, thereby adding an essential layer of security to the transaction. Additionally, the document emphasizes the importance of consulting a tax advisor regarding the implications of retirement plan distributions and reminds account holders of their responsibility for tax reporting on distributions from Pension/Profit Sharing Plans, Custodial IRAs, and 457 Plans. It's clear that through MF-10046-1, The Hartford Mutual Funds aims to provide a thorough roadmap for investors to navigate the redemption process, while also underscoring the importance of compliance with regulatory and company-specific requirements.

QuestionAnswer
Form NameForm Mf 10046 1
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other nameshartford mutual funds forms, MF-10046-1, Conservatorships, distributions

Form Preview Example

The Hartford Mutual Funds

Instructions for Completing:

Redemption Request Form

(Do Not Use For 403(b) Plans or IRA Plans with US Bank NA as Custodian)

For Standard Mail Delivery:

For Private Express Mail

Carriers:

The Hartford Mutual Funds

The Hartford Mutual Funds

PO Box 64387

500 Bielenberg Drive

St. Paul, MN 55164-0387

Woodbury, MN 55125

 

 

 

Forms are available online at: www.hartfordinvestor.com

Telephone Number: 1-888-843-7824

Service Representatives are available Monday - Thursday 7:00 a.m.- 6:00 p.m. Central time and Friday 7:00 a.m. - 5:00 p.m. Central time. Email Address: hmfweb@hartfordlife.com

Helpful Hints / General Information

Please read the guidelines carefully before you complete the form and keep them for your records.

Do not use for 403(b) Plans, IRA Plans with US Bank NA as Custodian or Required Minimum Distribution

(RMD) Requests

The Hartford recommends that you consult with a tax advisor for any questions about distributions from your retirement plans.

A signature guarantee is required in the following circumstances:

Please Note: If a signature guarantee is not provided, this may delay your request

1.Your address of record has changed within the past 30 days.

2.You are selling more than $50,000 worth of shares.

3.You are requesting payment be delivered differently thAn by a check mailed to the address of record, or wired to a bank account other than the bank account of record.

4.You are requesting payment be payable to a party other than the registered owner(s).

A signature guarantee can be obtained by contacting a member firm of any national securities exchange, or a U.S. Commercial Bank. A notary public cannot provide a signature guarantee.

All distributions from Pension/Profit Sharing Plans, Custodial IRAs and 457 Plans will be sent to the Account Owner/Trustee’s address of record. The Account Owner/Trustee is responsible for tax reporting.

Any redemption requests from Class B and C shares may be subject to a Contingent Deferred Sales Charge (CDSC).

In order to provide a check for your requested amount, it may be necessary to redeem an additional amount for any applicable CDSC (Class B and C shares).

For accounts not registered in the shareholder’s name (Custodial Accounts, Trusts, Estates, Conservatorships, UGMA, UTMA, Corporations, etc.), certified proof of appointment is required. A signature guarantee may also apply (see above).

Form MF-10046-1 Printed in U.S.A.

Page 1 of 2

The Hartford Mutual Funds

Redemption Request Form

(Do Not Use For 403(b) Plans or IRA Plans with US Bank NA as Custodian)

For Standard Mail Delivery:

For Private Express Mail Carriers:

The Hartford Mutual Funds

The Hartford Mutual Funds

PO Box 64387

500 Bielenberg Drive

St. Paul, MN 55164-0387

Woodbury, MN 55125

 

 

Forms are available online at: www.hartfordinvestor.com

Telephone Number: 1-888-843-7824

Service Representatives are available Monday - Thursday 7:00 a.m.- 6:00 p.m. Central time and Friday 7:00 a.m. - 5:00 p.m. Central time. Email Address: hmfweb@hartfordlife.com

Section A – Mutual Fund Account Owner Information

Social Security Number:

Account Number(s):

 

 

 

 

 

 

 

 

 

Primary Owner Name:

Joint Owner (if applicable):

 

 

 

 

 

 

 

 

Telephone Number:

Best Time To Call:

 

 

 

 

 

_________________

 

A.M.

 

P.M.

 

 

 

 

 

 

Section B – Distribution Election

Please check applicable boxes:

Partial Redemption

OR

 

Full Redemption

$________________ Amount Requested OR

 

Net Amount*

*Note: Redemption amount may be greater for Class B and C shares that may have contingent deferred sales charges assessed.

Fund Name: ______________________________, Class ______, $_____________, number of shares _______, or _______%

Fund Name: ______________________________, Class ______, $_____________, number of shares _______, or _______%

Fund Name: ______________________________, Class ______, $_____________, number of shares _______, or _______%

Fund Name: ______________________________, Class ______, $_____________, number of shares _______, or _______%

Fund Name: ______________________________, Class ______, $_____________, number of shares _______, or _______%

Fund Name: ______________________________, Class ______, $_____________, number of shares _______, or _______%

Section C – Mailing Instructions

Forward check to my current address of record.

Wire to my current bank account of record.

Forward check to the following address (if other than address of record, a signature guarantee is required):

 

 

Permanent Address Change

 

Temporary Address Change (if nothing is checked, address will not be changed)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address:

 

City:

State:

Zip Code:

 

 

 

 

 

 

 

Wire to another bank (if other than bank of record, a signature guarantee is required):

 

Name of Financial Institution:

 

 

 

 

 

 

 

Telephone Number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address:

 

 

 

City:

 

State:

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

Account Number:

Account Type (check one):

Transit Routing Number: (may be obtained from your

 

 

 

 

 

Checking

 

 

Savings

bank)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Section D – Authorization / Acknowledgement

Please redeem the above requested amounts as directed. I agree with the requirements set forth on this form.

X

 

 

Account Owner Signature

 

Date Signed

X

 

 

Joint Owner / Co-Trustee Signature (if applicable)

 

Date Signed

MEDALLION STAMP HERE

MEDALLION STAMP HERE

Form MF-10046-1 Printed in U.S.A.

Page 2 of 2

How to Edit Form Mf 10046 1 Online for Free

Due to the purpose of making it as easy to use as it can be, we created the PDF editor. The whole process of completing the RMD can be uncomplicated in the event you keep to the following actions.

Step 1: To start out, click the orange button "Get Form Now".

Step 2: As soon as you have entered the RMD edit page, you'll discover all options you may undertake regarding your template within the top menu.

The PDF form you decide to fill out will include the next parts:

part 1 to completing UTMA

In the segment The Hartford Mutual Funds, Redemption Request Form, Do Not Use For b Plans or IRA, For Standard Mail Delivery The, For Private Express Mail Carriers, Forms are available online at, Telephone Number Service, Section A Mutual Fund Account, Account Numbers, Primary Owner Name, Telephone Number, Joint Owner if applicable, Best Time To Call, Section B Distribution Election, and Please check applicable boxes write down the particulars which the application asks you to do.

Filling out UTMA step 2

Jot down the necessary particulars in Fund Name Class number of, Fund Name Class number of, Fund Name Class number of, Section C Mailing Instructions, Forward check to my current, Permanent Address Change, Temporary Address Change if, Mailing Address, City, State, Zip Code, Wire to another bank if other than, Name of Financial Institution, Telephone Number, and Mailing Address box.

step 3 to completing UTMA

In the part X Account Owner Signature, X Joint Owner CoTrustee Signature, Date Signed, Date Signed, MMMEEEDDDAAALLLLLLIIIOOONNN, Form MF Printed in USA, and Page of, identify the rights and obligations of the sides.

Entering details in UTMA stage 4

Step 3: Choose the Done button to ensure that your completed file can be transferred to every electronic device you want or mailed to an email you specify.

Step 4: To protect yourself from possible forthcoming troubles, make sure to possess up to several copies of each and every document.

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