After hours? Click to submit
an inquiry.
Contact Us:
800-304-7404
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
Mailing Address:
Mairs & Power Funds
c/o U.S. Bank Global Fund Services
PO Box 219337
Kansas City, MO 64121-9337
Overnight Mail:
Mairs & Power Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave Suite 219337
Kansas City, MO 64105-1307
|
Add or Change 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:
Spousal Consent Not Required
Spousal Consent Required
If you prefer to mail the request to us, please print the form from here.
|
-
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 800-304-7404 or visit http://www.mairsandpower.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Mairs & Power 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.
|
|