Get Hodges Mutual Funds Forms

Filling out the Hodges Mutual Funds Forms online can streamline the process of transferring your IRA. This guide provides clear and supportive instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the Hodges Mutual Funds Forms.

1. Press the ‘Get Form’ button to access the Hodges Mutual Funds Forms and open it in your preferred editor.
2. Begin by providing your investor information in the first section. Fill in your first name, middle initial, last name, social security number, and your current address, including city, state, and zip code. Additionally, provide both your daytime and evening telephone numbers.
3. In the second part, you will need to provide details about your current IRA custodian or plan administrator. Include their name, your account number, a contact person’s name, their phone number, and the custodian's street address with the respective city, state, and zip code.
4. Next, specify your instructions regarding the transfer. You can choose to transfer all assets or a specific amount or percentage. Indicate if you want the request processed immediately or at maturity, and fill in the appropriate dates.
5. In section three, you will select which investments to include in your transfer. Indicate if you are creating a new account or using an existing one. Choose from the listed Hodges Mutual Funds and indicate the amount or percentage for each fund selected.
6. If you are age 70½ or older, select the appropriate box in section four regarding your required minimum distribution. This information is important for compliance with tax regulations.
7. Section five is for optional conversions of Traditional IRA assets to a Roth IRA. If applicable, provide your consent by signing, acknowledging the potential tax implications.
8. Complete section six by certifying your information, signing the form, and dating it. This section confirms your understanding of the terms and the role of U.S. Bancorp Fund Services, LLC in facilitating your transfer.
9. Finally, if a signature guarantee is required by your current custodian, attach it in section six. This may often be necessary when transferring from one custodian to another.
10. Once you have completed all sections of the form, you can save your changes. Verify the information before choosing to download, print, or share the form for submission.

Complete the Hodges Mutual Funds Forms online today to ensure a smooth transfer process.