Hartford Funds-IRA Required Minimum Distribution (RMD) Request Form - 8-page form instructions

Sep 19, 2026

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Hartford Funds-IRA Required Minimum Distribution (RMD) Request Form for IRA plans where UMB Bank, n.a. is the custodian. It explains how to request annual required minimum distributions, including the 2023+ age 73 start rule and how RMD calculations use prior year-end balances or rollover/transfer documentation. The form gathers owner identity details, birth date, and distribution elections, offering either an Automatic RMD Program or a lump-sum option with payment frequency controls.

LanguageEnglish

CategoryForms

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Purpose

General Information

Rollover/Transfer Monies

Section A - Hartford Funds Account Owner Information

Section B - Method for Calculating Annual RMD Amount

Section C - Distribution Election

Option 1 - Automatic Required Minimum Distribution Program

Option 2 - Lump Sum Distribution

Hartford Funds-IRA Required Minimum Distribution (RMD) Request Form Use Only for IRA Plans with UMB Bank, n.a. as Custodian Purpose Use this form to request an IRA 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. 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. References to “RMD” below refer to 72 or 73 as applicable based on your particular circumstance. Rollover/Transfer Monies If assets were rolled over/transferred 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 is not 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 an IRA 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): 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 IRA account owners who wish to receive only the amount necessary to satisfy their annual RMD requirement from their Hartford Funds IRA 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. Select only one of the following: Calculate the RMD for the current tax year and all subsequent tax years. I qualified under IRS rules to defer my first RMD until April 1, (no later than the April 1st of the year after the calendar year in which you reach RMD Age) . Calculate and distribute the RMD for the prior tax year, current tax year, and all subsequent tax years, using the current IRS regulations. Hartford Funds determines the current tax year by when the form is

FAQs

What is the purpose of this Hartford Funds RMD request form?

The form requests an IRA required minimum distribution (RMD). It includes instructions for completing the request and notes that a separate request is needed for each qualified mutual fund account affected.

How is the RMD amount calculated for an IRA account?

For the current tax year, the December 31 value of the prior tax year is divided by the applicable IRS distribution factor from the Uniform Life Table, unless a special exception applies (such as certain spouse beneficiary situations).

What distribution choices are available under Section C?

Section C provides two options: enrolling in an Automatic RMD Program or selecting a Lump Sum Distribution. For lump sums, you can choose how the amount is distributed and specify investment selections, if required.

Sep 19, 2026

Upload by Maeve