At Homestead Funds, it’s easy to sell shares from your account. Choose the method that’s most convenient for you.
- Online: Log in to your account and click “Redeem” in the quick links menu on the Portfolio Overview page. You need to have authorized telephone/online purchase privileges and have bank information on file with us to buy shares online. If you wish to add these privileges, complete the Account Services Form (PDF).
- By phone:Call us at 800.258.3030. You can choose to receive a check for the proceeds mailed to your address of record or sent directly to your bank account via ACH transfer or Fed funds wire. To have proceeds mailed to your address of record, you must have authorized telephone/online redemption privileges with us. To have proceeds sent directly to your bank account, you must have authorized telephone/online redemption privileges and have bank information on file with us. If you wish to add these privileges, complete the Account Services Form (PDF). Homestead Funds does not charge a fee to send an ACH transfer. We charge a nominal fee to send a Fedwire. A Fedwire typically arrives in one business day and an ACH transfer typically takes two to three business days.
- By fax or by mail (required for some IRA redemptions):Fax an Account Distribution Request Form (PDF) or a Transaction Request Form (PDF) to 703.907.5606, or send it by mail to:
P.O. Box 219486
Kansas City, MO 64121-9486
330 W. 9th Street, 1st Floor
Kansas City, MO 64105-1514
Attn: Shareholder Services
If you require confirmation that your fax was received, call 800.258.3030.
- By check:Daily Income Fund shareholders, including IRA investors age 59 ½ or older, may write checks against their account to sell shares. Please note: Checkwriting redemptions from IRA accounts have no taxes withheld.