Contact Us:
%ContactPhone%
%ContactHours%
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
|
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.
|
Instructions and Links
|
Additional Information
|
Account Owner Initiating the Request
-
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.
-
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
-
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:
-
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.
-
A notarized Power of Attorney document that lists all of the powers and any restrictions of those powers.
-
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.
|
-
We can return original documents that are mailed; simply include a note asking us to mail them back to you.
-
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.
|
|
Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call %ContactPhone% or visit %WebSiteUrl% for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
%Title% 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.
|
|