Home Log in to Your Account Open a New Account Find a Document Contact Us

Print this Page
Our Story Funds and Performance Account Services Investment Planning Benefits Administrator Resources
Homestead Funds
 
Account Administration
Deferred Compensation Plan Accounts
Plan Basics
Transaction Instructions
Statements and Tax Forms
Online Access to Account Information: Benefit Administrators
Telephone Access to Account Information: Plan Participants
Corporate and Trust Accounts
Transaction Instructions
Corporate Resolution
Online Access to Account Information: Benefit Administrators
Find a Document
 
Employee Assistance
NRECA Advisory Services
Materials for Your Co-op
 
 

PDF Resources

You'll need Adobe Acrobat Reader to view the PDF documents. If you don't have Acrobat Reader installed on your computer, you can download the latest version for free from Adobe's website.

Online account look‑up for employer‑owned accounts

is provided through Vision®.

Log in to Vision® now


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.]

 

Site Map

Homestead Funds investment adviser, RE Advisers Corporation, and distributor, RE Investment Corporation are indirect wholly-owned subsidiaries of NRECA.

Investors are advised to consider fund objectives, risks, charges and expenses before investing. The prospectus contains this and other information and should be read carefully before you invest. To obtain a prospectus, call 1-800-258-3030 or download a PDF of it now.

© 2006 RE Investment Corporation, Distributor. All rights reserved.


Homestead Funds, Created by NRECA National Rural Electric Cooperative Association