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 Change a Beneficiary on your Individual
Retirement Account (IRA)
Please follow the instructions below to add/update your beneficiaries.
In the unfortunate event of your passing, keeping your beneficiaries up to date will ensure that your wishes are met and help the beneficiaries avoid probate.
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Instructions and Links
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Additional Information
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To add or update your beneficiaries, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
Spousal Consent Not Required
Spousal Consent Required
If you prefer to mail the request to us, 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 mail to us.
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If you live in a community or marital property state and name someone other than or in addition to your spouse as primary beneficiary, your spouse must sign in the spousal consent section.
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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 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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