Minor Has Reached Age of Majority NT

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

Minor Has Reached Age of Majority

Type of Request	Instructions and Links	Additional Information
I would like to remove the custodian on the UGMA or UTMA account to the taxable owner who has reached age of majority. *Example of how the registration may appear on your statement: JOHN SMITH CUST JOE SMITH UNIF TRANSFER MIN ACT	To remove the custodian from the account, we require the custodian to complete and sign a Change of Registration Form. The custodian's signature must be guaranteed on the form. To obtain and print the Change of Registration form, please click here. If the former minor would like to update their address or record or any other account options, we ask that they complete and sign a New Account Application. Click here to obtain and print the New Account Application.	Age of majority varies by state. Please review the laws of the state in which you reside. 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.
I would like to remove the Guardian on my IRA since I have reached the age of majority. *Example of how the registration may appear on your statement: JOE SMITH IRA JOHN SMITH GDN	To remove the guardian from the account, we require the former minor to submit a letter of instruction. We also ask that a certified copy of the former minor's birth certificate be provided. To complete this transaction via DocuSign, please click here.	A signature guarantee or financial notary is not required to remove the guardian from a Minor IRA. We can send your original documents back to you after review, simply include a request to mail them back in your letter of instruction.
I would like to remove the guardian on my CESA account since I have reached the age of majority. *Example of how the registration may appear on your statement: JOE SMITH COVERDELL ESA JOHN SMITH GDN	To remove the guardian from the account, we require the guardian to submit a signature guaranteed letter of instruction. To obtain and print the Letter of Instruction Form, please click here. If the former minor would like to update their address or record or any other account options, we ask that they complete and sign an Account Options Form. Click here to obtain and print the Account Options Form.	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 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.