Hartford Funds - 403(b) Required Minimum Distribution (RMD) Request Form - Use Only for 403(b) Plans with UMB Bank, n.a. as Custodian

Sep 19, 2026

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Hartford Funds 403(b) Required Minimum Distribution (RMD) Request Form instructions explain how to request annual RMD calculations and payments for eligible retirement plan accounts. The form covers changes to the RMD start age for taxable years beginning January 1, 2023, owner versus beneficiary application, and requirements for 5% plan sponsors. It details rollover/transfer documentation, account owner data fields, the Uniform Life Table method for computing RMDs, and election options for automatic RMD payments or lump-sum distributions.

LanguageEnglish

CategoryForms

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

General Information

Rollover/Transfer Monies

Section A - Hartford Funds Account Owner Information

Section B - Method for Calculating Annual Required Minimum Distribution (RMD) Amount

Section C - Distribution Election

Hartford Funds-403(b) Required Minimum Distribution (RMD) Request Form Use Only for 403(b) Plans with UMB Bank, n.a. as Custodian Use this form to request a 403(b) Required Minimum Distribution (RMD) . Please read the instructions carefully to complete the form. Hartford Funds strongly recommends that you consult with your qualified tax professional for any tax questions pertaining to distributions taken from your retirement plans. A separate RMD request must be completed for each qualified mutual fund account from which a minimum distribution will be taken. These instructions apply only to the account owner, not to beneficiaries. General Information The age as of when you must begin receiving required minimum distributions changed for taxable years beginning January 1, 2023. If you attain age 73 after December 31, 2022, the age at which you must begin required minimum distributions is now age 73 or the year you retired from the employer that sponsored or maintained your 403(b) plan. However, if you did attain at least age 72 by December 31, 2022, the new age 73 requirement does not apply and you must continue to take your required minimum distribution. Note: A 5% owner of the 403(b) plan sponsor must begin distributions upon attainment of RMD age, even if still employed. Rollover/Transfer Monies If assets were rolled over/transferred into your 403(b) account from another company during the current tax year and you prefer that Hartford Funds calculate the RMD amount on these assets, you must submit a copy of the year-end statement from the previous company to provide us with the December 31st balance. If the year-end statement is not available, provide the year-end value in Section E-Direct Transfer/Rollovers, Prior Year-End Value Information. If the previous company’s year-end balance isnot provided, the RMD calculation will be based on the amount represented by rollover/transfer assets received for the current tax year, which may or may not be the correct RMD amount. RMD requests received in good order will be processed on the date received unless Hartford Funds is otherwise instructed. Section A-Hartford Funds Account Owner Information | Owner Name | Account Number | | Date of Birth (mm/dd/yyyy) | | --- | --- | --- | --- | | Residential Address (required) | City | State | ZIP Code | | Owner Social Security | Telephone Number | | | Section B-Method for Calculating Annual Required Minimum Distribution (RMD) Amount To calculate the RMD for the current tax year for a 403(b) account, the December 31 value of the prior tax year is divided by the applicable distribution factor taken from the IRS “Uniform Life Table” unless a special exception applies as described below. If your spouse has been sole primary beneficiary since the start of the year and is more than 10 years younger than you, and you would like us to calculate your RMD, please provide spouse’s date of birth (mm/dd/yyyy): Note: 403(b) contributions made before 1987 may be exempt from RMDs, if certain requirements have been met. Please consult your tax advisor with any questions. Section C-Distribution Election Select one of the following two options: Option 1-Enroll in the Automatic Required Minimum Distribution Program This program is for mutual fund 403(b) account owners who wish to receive only the amount necessary to satisfy their annual RMD requirement from their Hartford Funds 403(b) account. Payments will continue while the owner is living unless a request to terminate the program is received. Upon your death, your beneficiary(ies) RMD payments will depend on the identity of the beneficiary and the current IRS rules in effect at the time of death. Payments will be distributed proportionately based on the values in each investment selection. If you are eligible, and elect to defer your first RMD payment to April 1 of the calendar year following the year in which you attained RMD age, or, if later, retire from the employ

FAQs

Who can use this Hartford Funds 403(b) RMD request form?

Use it only for 403(b) plans with UMB Bank, n.a. as custodian. It applies to the account owner, not to beneficiaries.

How is the annual RMD amount calculated for a 403(b) account?

The December 31 value of the prior tax year is divided by the applicable distribution factor from the IRS “Uniform Life Table,” unless a special exception applies.

What distribution election options are available?

You can enroll in the Automatic Required Minimum Distribution Program to receive only what is necessary to satisfy your annual RMD, or choose a Lump Sum Distribution option by selecting the applicable choice.

Sep 19, 2026

Upload by Finn