Contact Us:
800-261-6950
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
After hours? Click to submit
an inquiry.
Mailing Address:
Hennessy Funds
c/o U.S. Bank Global Fund Services
PO Box 219381
Kansas City, MO 64121-9381
Overnight Express Mail:
Hennessy Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219381
Kansas City, MO 64105-1307
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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:
One Signer
Two Signers
Spousal Consent Required
If you prefer to mail the request to us, please print the form from here.
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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 800-261-6950 or visit https://hennessyfunds.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Hennessy Funds 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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