Account Help
Find a Document

Applications and Forms in PDF

• Regular Account Application 
• Individual Retirement Account (IRA) Application 
• Education Savings Account Application
• IRA and Education Savings Account Transfer Form 
• Account Services Form 
• Automatic Transactions Sign-Up Form 
• Traditional IRA Required Minimum Distribution Form
• Regular Account Transfer Form
• IRA and ESA Beneficiary Designation Form
• Transfer-on-Death Beneficiary Designation Form

Shareholder Communications in PDF 

• Nasdaq-100 Index Tracking Stock Fund: Proxy Statement 
• Annual Report 
• Semi-Annual Report 
• Prospectus (including supplements dated October 6, 2008 and September 19, 2008)
• Statement of Additional Information 
• Horizons, quarterly shareholder newsletter
• IRA Custodial Agreement
• ESA Custodial Agreement
• Getting Account Information by Phone

Helpful Tips, Educational Series in PDF 

• Building Your Retirement Savings
• Managing Your Savings in Retirement
• Deciding What to Do with Your 401(k)
• Simplifying Account Management
• Understanding Mutual Fund Costs
• Handling Investment Risk
• Simplifying Tax Time
• Saving for Education
• Taking your Required Minimum Distribution

Benefits Administrator Forms in PDF

The forms you will need to manage deferred compensation and other employer-owned accounts are located on the Find a Document page of the Benefits Administrator Resources section.

New Investor Packages 

New investor packages are only available via standard mail. If you would like to request a package, please complete the form below indicating which packages you would like to receive.

Investing with Homestead Funds: Everything you'll need to open a regular or IRA account.

Investing for Education with Homestead Funds: Everything you'll need to open an Education Savings or UGMA/UTMA Account.

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