Account Help
Exchange Shares

At Homestead Funds, it’s easy to make exchanges from one fund to another. Please note that if you are exchanging shares in a regular, taxable account, you may owe income tax as a result of this transaction. That’s because an exchange is processed as a redemption and subsequent purchase. To make an exchange, select the method that’s most convenient for you:

By phone: Call us at 1-800-258-3030. If you are exchanging shares to a new account, both accounts must be registered the same way. You also must have authorized telephone transaction privileges to exchange shares by phone. If you wish to add these privileges, complete the Account Services Form.

Online: Log in to your account. If you are exchanging shares to a new account, both accounts must be registered the same way. You also must have authorized telephone transaction privileges to exchange shares by phone. If you wish to add these privileges, complete the Account Services Form.

By fax or by mail (required for IRA redemptions): Fax a letter of instruction to 703-907-5606, or send it by mail to:

Homestead Funds
c/o BFDS
P.O. Box 219486
Kansas City , MO 64121-9486

If you require confirmation that your fax was received, call 1-800-258-3030.

Your instructions should include your name and account number and the name of the fund you’re exchanging from and the name of the fund you're exchanging to. Tell us the dollar amount, percent of your account or number of shares you wish to exchange.

If you are exchanging between accounts that are registered differently, your signature on the letter of instruction will need to be guaranteed.