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
|
Add or Update a Transfer on Death (TOD) Beneficiary
|
Instructions and Links
|
Additional Information
|
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
|
-
If this is a joint account, both owners need to sign. An account owner cannot be designated as a TOD beneficiary.
-
If a trust will be designated as a beneficiary, we require a copy of the trust agreement.
|
|
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.
|
|