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
IRA Request for Distributions Form
January 9 2024
Complete this form to request a one-time or systematic distribution from your IRA.
January 9 2024
Decedent IRA New Account Application
January 1 2024
Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased.
January 1 2024
Coverdell Education Savings Account New Account Application
January 1 2024
Complete this application to open a new Coverdell Education Savings Account (CESA).
January 1 2024
IRA New Account Application
January 1 2024
Complete this application to establish your mutual fund Traditional or Roth IRA.
January 1 2024
SEP IRA New Account Application
January 1 2024
Complete this application to establish your mutual fund SEP-IRA.
January 1 2024
SIMPLE IRA New Account Application
January 1 2024
Complete this application to establish your mutual fund SIMPLE IRA.
January 1 2024
Substitute Corporate Resolution Form
January 1 2024
Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation.
January 1 2024
Change of Ownership Form: Business Entities
January 1 2024
Complete this form to change the registration of a business account.
January 1 2024
Change of Ownership Form
January 1 2024
Complete this form to change the registration of an account.
January 1 2024
New Account Application: Business Entity (Financial Intermediary or Direct Retail)
January 1 2024
Complete this application to establish a new business account.
January 1 2024
New Account Application: Fiduciary Non-Retirement
January 1 2024
Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account.
January 1 2024
New Account Application
January 1 2024
Complete this application to establish a new account.
January 1 2024
UGMA or UTMA Custodian Change or Removal Form
January 1 2024
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.
January 1 2024
Letter of Instruction
December 6 2023
Complete this form to provide Federated Hermes with an original Medallion guaranteed Letter of Instruction.
December 6 2023
UMB Bank, n.a. Traditional IRA Custodial Agreement
September 27 2023
This document contains information concerning Traditional IRAs.
September 27 2023
UMB Bank, n.a. Roth IRA Custodial Agreement
September 27 2023
This document contains information concerning Roth IRAs.
September 27 2023
UMB Bank, n.a. Coverdell ESA Custodial Agreement
September 27 2023
This document contains information concerning Coverdell Education Savings Accounts.
September 27 2023
UMB Bank, n.a. SIMPLE IRA Custodial Agreement
September 27 2023
This document provides information concerning SIMPLE-IRAs. 
September 27 2023
SIMPLE IRA Salary Reduction Agreement
September 8 2023
Complete this form to start or modify a salary reduction plan for a SIMPLE IRA.
September 8 2023
SEP IRA Contribution Allocation Worksheet
September 8 2023
Complete this allocation worksheet for a SEP IRA and mail it with an investment check.
September 8 2023
Cost Basis Account Election Form
September 8 2023
Please complete this form to update the cost basis method on your account.
September 8 2023
SIMPLE IRA Contribution Notice
September 8 2023
Complete this form to establish or change your salary reduction agreement with your employer.
September 8 2023
Institutional Shares (IS) and Service Shares (SS) Fluctuating Funds Eligibility Form
September 8 2023
Use this form to confirm Investor Eligibility to purchase into the IS or SS classes of Federated Hermes Fluctuating Funds.
September 8 2023
Coverdell Education Savings Account Request for Transfer Form
September 8 2023
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.
September 8 2023
Secretary's Certificate
August 29 2023
Complete this form for certification for and on behalf of a named entity.
August 29 2023
Payroll Deduction_Direct Deposit Form
August 29 2023
Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions.
August 29 2023
Gifting Fund Shares Form
August 29 2023
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.
August 29 2023
R6 Shares Fluctuating Funds Eligibility Form
August 29 2023
Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Hermes Fluctuating Funds.
August 29 2023
Letter of Intent (Class A or Class F)
August 29 2023
Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period.
August 29 2023
Certificate of Incumbency
August 23 2023
Complete this form to certify a requestor of a non-incorporated organization to act on an account.
August 23 2023
VISA Debit Card Application
August 23 2023
Complete this application to request a VISA Debit Card for your account; available for certain money market funds.
August 23 2023
SIMPLE IRA Payroll Contribution Allocation Worksheet
August 23 2023
Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA.
August 23 2023
IRA Conversion and Recharacterization Request Form
August 23 2023
Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA.
August 23 2023
Dividend and(or) Capital Gain Distributions Authorization Form
August 23 2023
Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account.
August 23 2023
Indemnification Agreement for Power of Attorney Registration
August 15 2023
Complete this form to add an Attorney-in-Fact to the account's registration.
August 15 2023
Financial Intermediary Update Form
August 15 2023
Complete this form to update the Financial Intermediary and/or Firm Name on your account(s).
August 15 2023
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form
August 15 2023
Complete this form to establish recurring systematic services on your account through Automated Clearing House (ACH) or by check.
August 15 2023
Change of Address Form
August 15 2023
Complete this form to change the address on an account.
August 15 2023
Name Change Form
August 15 2023
Complete this form to update the registration of your account(s) due to a legal name change.
August 15 2023
IRA Request for Transfer or Direct Rollover Form
August 15 2023
Complete this form to transfer funds or request a direct rollover from another financial institution.
August 15 2023
Signature Card for Check Writing Redemption
August 11 2023
Complete this form to obtain a check book for an account.
August 11 2023
Redemption By Mail Form
August 10 2023
Complete this form to redeem all or a portion of account shares.
August 10 2023
IRA Beneficiary Form
August 10 2023
Complete this form to add or change beneficiaries on an IRA account.
August 10 2023
Transfer on Death (TOD) Registration Beneficiary Form
August 10 2023
Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account.
August 10 2023
Banking Instructions Form - Add New or Replace Existing
August 10 2023
Complete this form to add new or replace existing banking instructions on your account.
August 10 2023
Invest by Mail Form
June 29 2020
Complete this form to accompany an investment check sent to The Federated Hermes Funds.
June 29 2020
FORM 1099-B
October 17 2019
Sample IRS Form 1099-B
October 17 2019
Showing 1 through 47 out of 47 total documents