Contact Us:
800-304-7404
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
Submit After Hours Inquiry
Online Access
(sign up for online access)
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
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| Add or Update my Beneficiary
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In the event of your passing, having current beneficiary designations in place helps ensure your wishes are carried out and can simplify the process for your loved ones by helping them avoid probate.
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Instructions for IRAs |
Instructions for Non-IRAs |
To add or update a beneficiary on your IRA, 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 and mail it using the mailing address provided to the left.
You may also add or update your beneficiary online.
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To add or update a Transfer on Death (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 and mail it using the mailing address provided on the left. For a joint account, all owners will need to sign the form.
If you currently have a TOD beneficiary listed on your account, you may update your beneficiary online. If you do not have a TOD beneficiary currently listed, please make your request via DocuSign or by mailing a completed and signed form.
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Additional Information:
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If you live in a community or marital property state (AZ, CA, ID, LA, NV, NM, TX, WA, and WI) 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 800-304-7404 or visit the Mairs & Power website 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.
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