Account Help
Open a New Account

Once you are ready to open a Homestead Funds account, just follow these steps:

1. Select the application you need from the list below.

2. Download, print, complete and sign the application.

3. Mail your completed application to:

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

We accept personal and business checks made payable directly to Homestead Funds. We cannot accept third-party checks, credit card convenience checks, bank account starter checks, cash or cash equivalents including money orders, traveler's checks, cashier's checks or bearer bonds.

Regular Account Application

The minimum to open a taxable account is $500. Select this application for:

• Individual account
• Joint account
• UGMA/UTMA account
• Corporate account
• Trust account

Individual Retirement Account Application

The minimum to open an IRA is $200. Select this application for:

• Roth IRA
• Traditional IRA
• Rollover IRA

Education Savings Account Application

The minimum to open an Education Savings Account is $200.