Literature and Forms

This kit provides information for SIMPLE-IRAs. Included is the SIMPLE-IRA Custodial Agreement and Disclosure Statement for UMB Bank , n.a.

This kit provides information for Traditional/Roth and SEP IRAs. Included is the Universal IRA Custodial Agreement and Universal IRA Disclosure Statement for UMB Bank , n.a.

Complete this form to request a one-time or systematic distribution from your IRA.

Complete this application to open a new Coverdell Education Savings Account (CESA).

Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.

Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA.

Complete this application to establish your mutual fund Traditional or Roth IRA.

Complete this application to establish your mutual fund SEP-IRA.

Complete this application to establish your mutual fund SIMPLE IRA.

Complete this form to change the registration of a business account.

Complete this form to change the registration of an account.

Complete this form to add an Attorney-in-Fact to the account's registration.

Complete this application to establish a new business account.

Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.

Complete this application to establish a new account.

Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation.

Complete this form to change or remove the custodian on a Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) account.

Complete this form to certify a requestor of a non-incorporated organization to act on an account.

Complete this form to add new or replace existing banking instructions on your account.

Complete this form to establish recurring systematic services on your account through Automated Clearing House (ACH) or by check.

Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period.

This kit provides information for the Coverdell Education Savings Account. Included is the Coverdell Education Savings Account Custodial Agreement and Disclosure Statement for UMB Bank , n.a..

Complete this form to obtain a check book for an account.

Complete this form for certification for and on behalf of a named entity.

Complete this form to change the address on an account.

Please complete this form to update the cost basis method on your account.

Complete this form to transfer funds from a Coverdell Education Savings Account with another financial institution to a new or existing Federated Hermes Coverdell Education Savings Account.

Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account.

Complete this form to update the Financial Intermediary and/or Firm Name on your account(s).

Complete this form to give Federated Hermes mutual fund shares held in a non-retirement account as a gift to an individual recipient, existing trust, or organization.

Complete this form to add or change beneficiaries on an IRA account.

Complete this form to transfer funds or request a direct rollover from another financial institution.

Use this form to confirm Investor Eligibility to purchase into the IS or SS classes of Federated Hermes Fluctuating Funds.

Complete this form to accompany an investment check sent to The Federated Hermes Funds.

Complete this form to provide Federated Hermes with an original Medallion guaranteed Letter of Instruction.

Complete this form to update the registration of your account(s) due to a legal name change.

Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions.

Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Hermes Fluctuating Funds.

Complete this form to redeem all or a portion of account shares.

Complete this allocation worksheet for a SEP IRA and mail it with an investment check.

Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA.

Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.

Complete this application to request a VISA Debit Card for your account; available for certain money market funds.

Complete this form to establish or change your salary reduction agreement with your employer.

Complete this form to start or modify a salary reduction plan for a SIMPLE IRA.

Sample IRS Form 1099-B