Contact Us:
855-625-7333
Monday - Friday
8am-7pm Central Time
After hours? Click to submit
an inquiry.
Mailing Address:
Cromwell Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201
Overnight Express Mail:
Cromwell Funds
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202
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Add a Power of Attorney (POA)
This change gives the POA the authority to act on behalf of the account owner. We require some additional steps to add a POA to the account. Simply having a POA designated by the court does not grant access to the account.
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Instructions and Links
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Additional Information
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Account Owner Initiating the Request
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A signed and signature guaranteed letter of instruction from the account owner that includes the full name, Social Security number, date of birth, and permanent street address of the attorney-in-fact.
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A notarized Power of Attorney document that lists all of the powers and any restrictions of those powers.
To obtain a Letter of Instruction Form, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print the form to sign and obtain the signature guarantees.
Account Owner and Attorney-in-Fact Initiating the Request
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A completed Limited Power of Attorney Form signed by the account owner and the attorney-in-fact with both signatures guaranteed.
To obtain a Limited Power of Attorney Form, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print the form to sign and obtain the signature guarantees.
Attorney-in-Fact Initiating the Request
If the account owner is unable to provide their signature, we will require:
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A signed letter of instruction from the attorney-in-fact, which includes their full name, Social Security number, date of birth, and permanent street address.
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A notarized Power of Attorney document that lists all of the powers and any restrictions of those powers.
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A signed letter from the account owner's physician on letterhead stating that the account owner is unable to sign due to medical or mental incapacitation.
To initiate option 3 via DocuSign, please click here. Please make sure you attach the required documentation within the DocuSign experience using the attachment tool.
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We can return original documents that are mailed; simply include a note asking us to mail them back to you.
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The signature guarantee requirement is to protect against unauthorized requests by assuring the required signatures are genuine. A signature guarantee can be obtained at many commercial banks, credit unions, savings associations, or broker-dealers. A notary public from a commercial bank or brokerage firm is also able to provide an acceptable guarantee. If obtaining a notary stamp, please be sure to include the notary public's business card or a signed letter from the notary public on the financial institution's letterhead.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 855-625-7333 or visit https://thecromwellfunds.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Cromwell and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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