Entity Accounts – Transactions

Co-op Account Management

How do I fund an entity account?

Entity accounts may be funded by indicating your investment method on the application. Money can be submitted to Homestead Funds by check, ACH transfer or wire transfer. Please call 800.258.3030 for wire instructions.

How do I rebalance or move money between funds in our entity account?

Account rebalances or fund exchanges can be made over the phone or online by an Authorized Agent of the Entity Account if that option was selected on the application. If you did not elect telephone/online privileges, your request must come in writing with a Medallion Signature Guarantee. You may update your telephone transaction options at any time by submitting the Account Services Form.

How do I request a distribution from our entity account?

Account distributions by check, ACH transfer or wire transfer can be made over the phone or online by an Authorized Agent of the Entity Account. Telephone/online distributions can only be made if that option was elected on the application. If you did not elect telephone/online privileges, your request must come in writing with a Medallion Signature Guarantee. You may update your telephone transaction options at any time by submitting the Account Services Form.

If your distribution request is more than $50,000 in any one fund, or if you instruct us to send proceeds to an address, party or bank account that we do not have on file, the Authorized Agent must submit the request in writing on the Account Distribution Request Form and include a Medallion Signature Guarantee.


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