Contact Us:
%ContactPhone%.
%ContactHours%
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 %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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