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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Type of Account |
Instructions and Links
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Additional Information
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Uniform Transfer to Minor Account (UTMA)
I would like to remove the custodian from the UGMA/UTMA account, as the beneficiary has reached the age of termination and is now eligible to assume control of the account.
*Example of how the registration may appear on your statement:
JOHN SMITH CUST
JOE SMITH
UNIF TRANSFER MIN ACT
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To remove the custodian from the account, we require the beneficiary (taxable owner) to complete and sign a Change of Registration form and a New Account Application.
To complete this request via DocuSign, please click here.
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Age of termination varies by state. Please review the laws of the state listed in the registration of the account.
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Minor Individual Retirement Account (Minor IRA)
I would like to remove the guardian on my Individual Retirement Account (IRA).
*Example of how the registration may appear on your statement:
US BANK NA CUST
JOE SMITH IRA
JOHN SMITH GDN
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To remove the guardian from the account, we require the former minor to submit a Letter of Instruction form.
We also ask that a certified copy of the former minor's birth certificate be provided.
To complete this request via DocuSign, please click here.
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A signature guarantee or financial notary is not required to remove the guardian from a Minor IRA.
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We can send your original documents back to you after review, simply include a request to mail them back in your letter of instruction.
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Coverdell Education Savings Account (CESA)
I would like to remove the guardian on my CESA account since I have reached the age of majority.
*Example of how the registration may appear on your statement:
US BANK NA CUST
JOE SMITH COVERDELL ESA
JOHN SMITH GDN
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To remove the guardian from the account, we require the guardian to submit a signature guaranteed Letter of Instruction form.
If the former minor would like to update their address or record or any other account options, we ask that they complete and sign an Account Options Form. Click here to obtain and print the Account Options Form.
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The signature guarantee requirement is to protect against unauthorized requests by assuring the required signatures are genuine. A signature guarantee can be obtained at many commercial banks, credit unions, savings associations, or broker-dealers.
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A notary public from a commercial bank or brokerage firm is also able to provide an acceptable guarantee. If obtaining a notary stamp, please be sure to include the notary public's business card or a signed letter from the notary public on the financial institution's letterhead.
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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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