Changes to your account information

Investor Account Help: Account Updates

How Do I Change the Name on My Account?

You may change your name on your Homestead Funds account(s) by completing and submitting the Account Services Form. This form will need to be signed in Section 8 with the updated name and notarized in Section 9. The completed Account Services Form can be mailed to the address on the form or find it at Contact Us

How Do I Change the Address on My Account?

There are a few ways you can change the mailing address on your Homestead Funds account:

Online:
Login to your account. Click the “Contact Information” link and click “Edit”.  Input your new mailing address and click “Submit” to save the changes.

By Phone:
Call a Homestead Funds representative at 1-800-258-3030 between 8:30am and 5:00pm ET on any business day.  After verifying your identity, a representative will be able to confirm the address change with you over the phone.

By Mail:
Complete and submit the Account Services Form. This form will need to be signed in Section 8 exactly as your account is registered. The completed form can be mailed to the address on the form or find it at Contact Us

As a security precaution, upon changing your address, a hold will be placed on your account for the next 30 days for redemptions by check processed online. During that period, proceeds from any redemptions will not be released to your new address via check without a letter signed by all account owners, bearing a Medallion Signature Guarantee. Redemptions processed online to an existing bank account will not be affected by your address change. If you have any questions, please contact a Customer Service Representative for assistance from 8:30 am to 5:00 pm ET on any business day at 800-258-3030.

How Do I Remove a Deceased Shareowner from a Joint Account?

The following paperwork is required to remove a deceased shareowner from a regular joint account:

How Do I Remove a Custodian from a Minor Account?

UGMA/UTMA Accounts:

When a minor reaches the age of majority in their state of residence, the custodian on a Uniform Gift/Transfer to Minor Account (UGMA/UTMA) must be removed and the assets must be transferred to a new account in the name of the former minor. Homestead Funds may restrict fund exchanges and account distributions when the former minor reaches the age of custodial termination. The following is required to remove a custodian and transfer assets from an UGMA/UTMA account:

Minor IRA Accounts:

To remove the responsible individual on a former minor’s Traditional or Roth IRA account with Homestead Funds, please submit the following together:

  • A completed IRA Account Application. The application should be completed by the former minor and signed exactly as the account is to be registered.
  • A Letter of Instruction detailing your request. You may use our Transaction Request Form to write your request. The Transaction Request Form may be signed by either the responsible individual or the former minor.  Please note that the signature must be notarized.
  • Mail to the address on the form or find it at Contact Us

How Do I Add a Power of Attorney to an Account?

You may add a Power of Attorney to your Homestead Funds account by submitting the Power of Attorney (POA) Form. This document should be signed by the shareowner and the Attorney-in-Fact and notarized.

  • With this option, the Power of Attorney has the same control over the account as the shareholder, and his or her name will appear in the account registration. 
  • The Power of Attorney will have access to account information and account transactions per the current account settings. This may include the ability to conduct telephone and online transactions if the shareholder currently has permissions established on the account.
  • The Power of Attorney will remain on the account unless removed by the shareholder.  The shareholder may remove the Power of Attorney by submitting a letter of instruction.  

Some transactions requested by the Power of Attorney will require a Medallion Signature Guaranteed letter of instruction.

Mail to the address on the form or find it at Contact Us

How Do I Add or Update Bank Information?

You may add or update banking information for your Homestead Funds account in two ways:

Online:
Login to your account. Hover your mouse over the “Account Settings” tab and click “Bank Maintenance”.  Click “Add a New Bank” and complete all the required fields.

By Mail:
Complete and submit the Account Services Form. This form must be notarized and mailed to the address on the form or find it at Contact Us


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