State Farm® Funds forms and downloads
The documents below are presented in PDF format. You will need Adobe Acrobat Reader to view the documents.
Non-tax qualified account forms
- New Account Application
- Corporate/Organization/Partnership Authorized Signers
- Designation or Change of Transfer on Death (TOD) Beneficiary
- Non-IRA Change of Ownership
- Non-Tax Qualified Exchange or Redemption
Traditional and Roth 个人退休 Account (IRA) forms
- Traditional and 罗斯IRA Account Application
- Designation or Change of Beneficiary Request – IRA
- IRA Distribution Request
- IRA Rollover/Transfer Form
- Minor Traditional or Roth 个人退休 Account Application
Coverdell 教育储蓄 Account (ESA) Forms
- Coverdell 教育储蓄 Account Application
- Certification of a Special Needs Designated Beneficiary – Coverdell ESA
- Designation or Change of Death Beneficiary Request - Coverdell ESA
- Designation of Successor Responsible Individual – Coverdell ESA
- Distribution Request – Coverdell ESA
- Coverdell 教育储蓄 Account Rollover
SEP/SIMPLE/退休 Plan Funding Program (RPFP) plans
- SEP and SIMPLE IRA Account Application
- Contribution Remittance Form for SEP, SIMPLE, and 退休 Plan Funding Program (RPFP) Plans
- Distribution Request – Excess Employer Contributions (SEP & 简单的计划)
维护形式
- 更换保管人
- 更改受托人
- Investor Account Services
- 指示函
- 名称的改变
- Power of Attorney (POA)/Trading Authority
- 值得信赖的个人
- 利害关系方
受益人的形式
Custodial account agreements
- Coverdell ESA Custodial Account Agreement
- IRA Custodial Account Agreement
- 罗斯IRA Custodial Account Agreement
- SIMPLE IRA Custodial Account Agreement
美国国税局8937表
Report of Organizational Actions Affecting Basis of Securities – IRS forms will be available until 12/31/2031.
披露的信息
State Farm Investment Management Corporation serves as advisor and Northern Trust 投资, 公司. serves as the sub-advisor to the 国家农业基金. Foreside Financial Services, 有限责任公司, member FINRA is the distributor of the Funds and is not affiliated with State Farm Investment Management Corporation or Northern Trust 投资, 公司.
Neither State Farm® nor its agents provide tax or legal advice.
The 国家农业基金 are distributed by Foreside Financial Services, 有限责任公司.
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
AP2023/08/0793