Homestead Funds | Find a Document

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Account Help
Find a Document

Applications and Forms in PDF

Deposit Form
Account Distribution Request Form
Transaction Request Form
Regular Account Application
IRA Account 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
Automatic Payroll Deduction Form

Shareholder Communications in PDF

Annual Report
Semi-Annual Report
Prospectus (dated May 1, 2010)
Statement of Additional Information
Horizons, quarterly shareholder newsletter
IRA Custodial Agreement
ESA Custodial Agreement
Getting Account Information by Phone
Schedule of Portfolio Holdings (as of 3/31/10)

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.