Corporate and Trust Accounts
Online Access to Account Information: Benefit Administrators

Benefit administrators can view FAS-106 trust, corporate and other employer-owned accounts online. Having online access to these accounts can help you get fast answers to plan participant and manager questions.

Vision®

Online access to employer-owned accounts is provided by Vision®, a secure Web product offered by a Homestead Funds technology partner. Vision® is not a Homestead Funds or National Rural Electric Cooperative Association site.

Request a Vision® ID

Before you can log in to Vision®, you’ll need to send Homestead Funds a request for Vision® access rights. We’ll notify you as soon as your request has been processed. After that, return to this page and follow the instructions below to register online.

Step one: Mail or fax your request for Vision® access to Homestead Funds. The sample letter at the end of this page shows all of the information we’ll need. A Homestead Funds client service associate will contact you as soon as your request for Vision® access rights has been processed.

Step two: Once your access rights have been approved, you need to go to the Vision® homepage and register as a new user. Each individual approved for Vision® access must register. Follow the “log in to Vision now” link at the right and refer to Vision® Registration Instructions (pdf) for help with the registration process or give us a call at 1-800-258-3030.

Keep Your Vision® ID and Password Confidential

Anyone who knows your Vision® log-in information will be able to use Vision® to view all accounts owned by the cooperative. For deferred compensation plan accounts, that includes every participant’s fund/account position and balance.

If you forget your Vision® ID or password, you will need to be able to answer the security questions you provided at registration in order for this information to be e-mailed to you directly from Vision®. No one can look-up your Vision® ID or password.

Sample Letter

You can save yourself some typing by highlighting the text section below and using your browser’s Edit/Copy command to paste this directly into your document. Print your request on your employer’s letterhead. Mail to:

Homestead Funds
4301 Wilson Blvd.
IFS8-305
Arlington , VA 22203-1860

Or fax to (703) 907-5606.

Dear Homestead Funds Staff:
We authorize Homestead Funds to provide Vision® access rights for the following employer-owned accounts to the individuals named below and understand that any individual provided with for Vision® access rights will be able to register, log in and view information for all of these accounts via the Vision® online platform.

Our employer Tax Identification Number is as follows: [Provide employer’s Tax Identification Number.]

This request applies to the all employer-owned accounts under the Tax ID including: [Provide an account number.]

Please provide Vision® access rights for the following staff members: [Give us the name, e-mail address and phone number of the benefits administrator and any other staff requesting Vision® access.]

I understand that it is the employer’s responsibility to notify Homestead Funds to cancel Vision® access rights.

—Signature—
[Individual signing must be an authorized signatory for these Homestead Fund accounts.]