Deferred Details

Form Mf 10046 1 is an informational form used to document the determination of whether a company should be classified as a small business. The form is used by Federal contracting officers to determine whether a company's size status will impact their ability to compete for Federal contracts. This form can help businesses understand what size classification they fall into, and what benefits they may be eligible for as a result. Being familiar with this form can give businesses an edge in competing for government contracts.

These are some details about form mf 10046 1. There, you will find the information regarding the document you intend to fill in, along with the approximate time to complete it as well as other data.

QuestionAnswer
Form NameForm Mf 10046 1
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesUGMA, Conservatorships, hmfwebhartfordlife, UTMA

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

If you believe this page is infringing on your copyright, please familiarize yourself with and follow our DMCA notice and takedown process - click here to proceed .