Literature and Forms

Forms
Showing 1 through 47 out of 47 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Letter of Intent (Class A or Class F)
April 22 2020
Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period.
April 22 2020
Payroll Deduction_Direct Deposit Form
April 22 2020
Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions.
April 22 2020
R6 Shares Fluctuating Funds Eligibility Form
April 22 2020
Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Fluctuating Funds.
April 22 2020
Gifting Fund Shares Form
April 17 2020
Complete this form to give Federated mutual fund shares held in a non-retirement account as a gift to an individual recipient, existing trust, or organization.
April 17 2020
Signature Card for Check Writing Redemption
April 17 2020
Complete this form to obtain a check book for an account.
April 17 2020
Financial Intermediary Update Form
April 14 2020
Complete this form to update the Financial Intermediary and/or Firm Name on your account(s).
April 14 2020
SIMPLE IRA Payroll Contribution Allocation Worksheet
April 14 2020
Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA.
April 14 2020
SIMPLE IRA Contribution Notice
April 14 2020
Complete this form to establish or change your salary reduction agreement with your employer.
April 14 2020
SEP IRA Contribution Allocation Worksheet
April 14 2020
Complete this allocation worksheet for a SEP IRA and mail it with an investment check.
April 14 2020
SIMPLE IRA Salary Reduction Agreement
April 14 2020
Complete this form to start or modify a salary reduction plan for a SIMPLE IRA.
April 14 2020
Secretary's Certificate
April 14 2020
Complete this form for certification for and on behalf of a named entity.
April 14 2020
VISA Debit Card Application
April 14 2020
Complete this application to request a VISA Debit Card for your account; available for certain money market funds.
April 14 2020
Certificate of Incumbency
April 14 2020
Complete this form to certify a requestor of a non-incorporated organization to act on an account.
April 14 2020
Cost Basis Account Election Form
April 14 2020
Please complete this form to update the cost basis method on your account.
April 14 2020
Coverdell Education Savings Account Request for Transfer Form
April 14 2020
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.
April 14 2020
Institutional Shares (IS) and Service Shares (SS) Fluctuating Funds Eligibility Form
April 14 2020
Use this form to confirm Investor Eligibility to purchase into the IS or SS classes of Fluctuating Funds.
April 14 2020
Edgenet Overview Sheet
April 1 2020
Edgenet Overview Sheet
April 1 2020
Banking Instructions Form - Add New or Replace Existing
March 30 2020
Complete this form to add new or replace existing banking instructions on your account.
March 30 2020
Dividend and(or) Capital Gain Distributions Authorization Form
March 30 2020
Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account.
March 30 2020
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
March 30 2020
Complete this form to establish recurring systematic services on your account through Automated Clearing House (ACH) or by check.
March 30 2020
Change of Address Form
March 19 2020
Complete this form to change the address on an account.
March 19 2020
IRA Conversion and Recharacterization Request Form
March 19 2020
Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA.
March 19 2020
IRA Request for Distributions Form
March 19 2020
Complete this form to request a one-time or systematic distribution from your IRA.
March 19 2020
IRA Request for Transfer or Direct Rollover Form
March 19 2020
Complete this form to transfer funds or request a direct rollover from another financial institution.
March 19 2020
IRA Beneficiary Form
March 18 2020
Complete this form to add or change beneficiaries on an IRA account.
March 18 2020
Indemnification Agreement for Power of Attorney Registration
March 18 2020
Complete this form to add an Attorney-in-Fact to the account's registration.
March 18 2020
Invest by Mail Form
March 18 2020
Complete this form to accompany an investment check sent to The Federated Funds.
March 18 2020
Letter of Instruction
March 18 2020
Complete this form to provide Federated with an original Medallion guaranteed Letter of Instruction.
March 18 2020
Name Change Form
March 18 2020
Complete this form to update the registration of your account(s) due to a legal name change.
March 18 2020
Redemption By Mail Form
March 18 2020
Complete this form to redeem all or a portion of account shares.
March 18 2020
Transfer on Death (TOD) Registration Beneficiary Form
March 18 2020
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
March 18 2020
Substitute Corporate Resolution Form
March 16 2020
Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation.
March 16 2020
UGMA or UTMA Custodian Change or Removal Form
March 16 2020
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.
March 16 2020
Decedent IRA New Account Application
March 16 2020
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
March 16 2020
IRA New Account Application
March 16 2020
Complete this application to establish your mutual fund Traditional or Roth IRA.
March 16 2020
New Account Application: Business Entity (Financial Intermediary or Direct Retail)
March 16 2020
Complete this application to establish a new business account
March 16 2020
New Account Application: Fiduciary Non-Retirement
March 16 2020
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
March 16 2020
Coverdell Education Savings Account New Account Application
March 13 2020
Complete this application to open a new Coverdell Education Savings Account (CESA).
March 13 2020
SEP IRA New Account Application
March 13 2020
Complete this application to establish your mutual fund SEP-IRA.
March 13 2020
SIMPLE IRA New Account Application
March 13 2020
Complete this application to establish your mutual fund SIMPLE IRA.
March 13 2020
Change of Ownership Form
March 12 2020
Complete this form to change the registration of an account.
March 12 2020
Change of Ownership Form: Business Entities
March 12 2020
Complete this form to change the registration of a business account.
March 12 2020
New Account Application
March 12 2020
Complete this application to establish a new account.
March 12 2020
UMB Bank, n.a. Universal Individual Retirement Account Information Kit
January 16 2020
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.
January 16 2020
UMB Bank, n.a. Coverdell Education Savings Account Information Kit
December 31 2019
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..
December 31 2019
UMB Bank, n.a. SIMPLE IRA Custodial Account Information Kit
December 31 2019
This kit provides information for SIMPLE-IRAs. Included is the SIMPLE-IRA Custodial Agreement and Disclosure Statement for UMB Bank , n.a.
December 31 2019
FORM 1099-B
October 17 2019
Sample IRS Form 1099-B
October 17 2019
Showing 1 through 47 out of 47 total documents