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 or Remove a Trustee
Please follow the instructions below to add or remove a trustee.
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Type of Request
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Instructions and Links
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Additional Information
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I want to add a trustee to my account.
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To add a trustee to your account, we will require:
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A completed Change of Registration Form signed by all trustees.
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A copy of the section of the trust documentation that specifically states a trustee can appoint a co-trustee or a copy of the amended trust documentation that lists the names of all trustees.
To complete this transaction via DocuSign, please click here.
If you prefer that the Change of Registration Form be mailed to you, please contact us at 855-625-7333 or click the Live Chat icon to speak with one of our shareholder services representatives.
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There is an attachment tool within the DocuSign experience for you to provide the required documentation.
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I want to remove a trustee from my account.
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For a trustee to resign from a trust account, we will require:
Option 1
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A Change of Registration Form completed and signed by the resigning trustee. The resigning trustee's signature must be signature guaranteed on the form.
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A copy of the trust documentation or a provision of the trust that states a trustee may resign.
To complete option 1, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print the form to sign, obtain a signature guarantee and mail to us.
Option 2
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A Change of Registration Form completed and signed by the resigning trustee.
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A certified copy of the Instrument of Resignation.
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A copy of the trust documentation or a provision of the trust that states a trustee may resign.
To complete option 2 via DocuSign, please click here.
If you prefer that the forms be mailed to you, please contact us at 855-625-7333 or click the Live Chat icon to speak with one of our shareholder services representatives.
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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 is unable to provide an acceptable guarantee.
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There is an attachment tool within the DocuSign experience for you to provide the required documentation.
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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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