Account Help
Transfer an Account

You can move an IRA or Education Savings Account held by another custodian to Homestead Funds. You’ll need to have an existing identically registered account with us to receive the transfer. For example, you can move Traditional IRA assets to another Traditional IRA account registered to the same name and Social Security Number. If you do not have an existing identically registered account with us, you’ll need to open a new account before proceeding with the transfer process.

To transfer assets to an existing identically registered account held by another custodian to Homestead Funds, print out the IRA and ESA Transfer Form, complete and sign it. Send it to:

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

Overnight mail:
Homestead Funds
c/o BFDS
330 W. 9th Street, 1st Floor
Kansas City, MO 64105-1514
Attn: Shareholder Services