UMB Bank, n.a. SIMPLE IRA Custodial Account Information Kit February 3 2023 | This kit provides information for SIMPLE-IRAs. Included is the SIMPLE-IRA Custodial Agreement and Disclosure Statement for UMB Bank , n.a. | February 3 2023 | |
UMB Bank, n.a. Universal Individual Retirement Account Information Kit February 3 2023 | 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. | February 3 2023 | |
IRA Request for Distributions Form January 12 2023 | Complete this form to request a one-time or systematic distribution from your IRA. | January 12 2023 | |
Coverdell Education Savings Account New Account Application January 1 2023 | Complete this application to open a new Coverdell Education Savings Account (CESA). | January 1 2023 | |
Decedent IRA New Account Application January 1 2023 | Complete this application to establish a mutual fund IRA for which you are a beneficiary and the shareowner is now deceased. | January 1 2023 | |
IRA Conversion and Recharacterization Request Form January 1 2023 | Complete this form to convert your Traditional IRA to a new or existing Roth IRA or recharacterize your contribution to a Traditional IRA. | January 1 2023 | |
IRA New Account Application January 1 2023 | Complete this application to establish your mutual fund Traditional or Roth IRA. | January 1 2023 | |
SEP IRA New Account Application January 1 2023 | Complete this application to establish your mutual fund SEP-IRA. | January 1 2023 | |
SIMPLE IRA New Account Application January 1 2023 | Complete this application to establish your mutual fund SIMPLE IRA. | January 1 2023 | |
Change of Ownership Form: Business Entities January 1 2023 | Complete this form to change the registration of a business account. | January 1 2023 | |
Change of Ownership Form January 1 2023 | Complete this form to change the registration of an account. | January 1 2023 | |
Indemnification Agreement for Power of Attorney Registration January 1 2023 | Complete this form to add an Attorney-in-Fact to the account's registration. | January 1 2023 | |
New Account Application: Business Entity (Financial Intermediary or Direct Retail) January 1 2023 | Complete this application to establish a new business account. | January 1 2023 | |
New Account Application: Fiduciary Non-Retirement January 1 2023 | Complete this application to establish a new Trust, Estate, Guardian, Conservator, Minor, or Power of Attorney account. | January 1 2023 | |
New Account Application January 1 2023 | Complete this application to establish a new account. | January 1 2023 | |
Substitute Corporate Resolution Form January 1 2023 | Complete this form to certify the names of officers authorized to request transactions and/or sign on behalf of a corporation. | January 1 2023 | |
UGMA or UTMA Custodian Change or Removal Form January 1 2023 | 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 2023 | |
Certificate of Incumbency December 15 2022 | Complete this form to certify a requestor of a non-incorporated organization to act on an account. | December 15 2022 | |
Banking Instructions Form - Add New or Replace Existing December 15 2022 | Complete this form to add new or replace existing banking instructions on your account. | December 15 2022 | |
Systematic Investment Program (SIP) Systematic Withdrawal Program (SWP) Form November 30 2022 | Complete this form to establish recurring systematic services on your account through Automated Clearing House (ACH) or by check. | November 30 2022 | |
Letter of Intent (Class A or Class F) October 7 2022 | Complete this form to receive a lower sales charge on purchases, with agreement to purchase a stipulated dollar amount over a 13 month period. | October 7 2022 | |
UMB Bank, n.a. Coverdell Education Savings Account Information Kit December 9 2021 | 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 9 2021 | |
Signature Card for Check Writing Redemption December 1 2021 | Complete this form to obtain a check book for an account. | December 1 2021 | |
Secretary's Certificate December 1 2021 | Complete this form for certification for and on behalf of a named entity. | December 1 2021 | |
Change of Address Form December 1 2021 | Complete this form to change the address on an account. | December 1 2021 | |
Cost Basis Account Election Form June 29 2020 | Please complete this form to update the cost basis method on your account. | June 29 2020 | |
Coverdell Education Savings Account Request for Transfer Form June 29 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. | June 29 2020 | |
Dividend and(or) Capital Gain Distributions Authorization Form June 29 2020 | Complete this form to change your option for receiving or directing dividend and/or capital gain distributions for your account. | June 29 2020 | |
Financial Intermediary Update Form June 29 2020 | Complete this form to update the Financial Intermediary and/or Firm Name on your account(s). | June 29 2020 | |
Gifting Fund Shares Form June 29 2020 | 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. | June 29 2020 | |
IRA Beneficiary Form June 29 2020 | Complete this form to add or change beneficiaries on an IRA account. | June 29 2020 | |
IRA Request for Transfer or Direct Rollover Form June 29 2020 | Complete this form to transfer funds or request a direct rollover from another financial institution. | June 29 2020 | |
Institutional Shares (IS) and Service Shares (SS) Fluctuating Funds Eligibility Form June 29 2020 | Use this form to confirm Investor Eligibility to purchase into the IS or SS classes of Federated Hermes Fluctuating Funds. | June 29 2020 | |
Invest by Mail Form June 29 2020 | Complete this form to accompany an investment check sent to The Federated Hermes Funds. | June 29 2020 | |
Letter of Instruction June 29 2020 | Complete this form to provide Federated Hermes with an original Medallion guaranteed Letter of Instruction. | June 29 2020 | |
Name Change Form June 29 2020 | Complete this form to update the registration of your account(s) due to a legal name change. | June 29 2020 | |
Payroll Deduction_Direct Deposit Form June 29 2020 | Complete this form to establish Payroll Deduction/Direct Deposit or to update your existing instructions. | June 29 2020 | |
R6 Shares Fluctuating Funds Eligibility Form June 29 2020 | Use this form to confirm Investor Eligibility to purchase into the Class R6 Shares of Federated Hermes Fluctuating Funds. | June 29 2020 | |
Redemption By Mail Form June 29 2020 | Complete this form to redeem all or a portion of account shares. | June 29 2020 | |
SEP IRA Contribution Allocation Worksheet June 29 2020 | Complete this allocation worksheet for a SEP IRA and mail it with an investment check. | June 29 2020 | |
SIMPLE IRA Payroll Contribution Allocation Worksheet June 29 2020 | Complete this form during each payroll process to gather the amount to invest in each employee/participant SIMPLE IRA. | June 29 2020 | |
Transfer on Death (TOD) Registration Beneficiary Form June 29 2020 | Complete this form to add or modify a Transfer on Death (TOD) beneficiary on an account. | June 29 2020 | |
VISA Debit Card Application June 29 2020 | Complete this application to request a VISA Debit Card for your account; available for certain money market funds. | June 29 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 | |
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 | |
FORM 1099-B October 17 2019 | Sample IRS Form 1099-B | October 17 2019 | |