Contact Us:
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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 Update a Transfer on Death (TOD) Beneficiary
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Instructions and Links
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Additional Information
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To add or update a TOD beneficiary on your account, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
I have an Individual Account
I have a Joint Account
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If this is a joint account, both owners need to sign. An account owner cannot be designated as a TOD beneficiary.
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If a trust will be designated as a beneficiary, we require a copy of the trust agreement.
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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.
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