FINANCIAL TOOLS & RESOURCES

Automatic Investment Plans

Whether you're managing your career, running the kids to events, maintaining the home, or all of these at once, life is busy. So it's easy to understand why sending a check to fund your IRAs or college savings account throughout the year can fall through the cracks. At the same time, you know that saving for important goals such as retirement or a child's education is important.

Why not make life easier, by establishing an automatic investment plan (AIP) for your State Farm Mutual Funds® accounts? At no additional cost, an AIP allows you to make regular deposits into your account(s) through electronic funds transfer from your bank account. Your purchase amount will be deducted from your bank account on the day(s) and with the frequency you specify and a purchase will be made into your mutual fund account on the same business day.

Regular Investments Add up Over Time

Make paying yourself automatic with a disciplined schedule of investing. Regular investments go a long way when compounding has a chance to work for you over a longer period of time.

Ride out Volatile Markets

Use an AIP to dollar-cost average — an excellent way to help lessen the effects of a volatile market environment. When you invest a fixed amount regularly, over a longer period of time, you may purchase more shares when prices are low and fewer shares when prices are high.

It's Simple and Automatic

Setting up your AIP is quick and easy. And if you choose to make contributions to an IRA or college savings account, you can set up your plan so that the maximum allowable contribution is made automatically.

How Much Will my Savings be Worth?

If you're interested in establishing an AIP, simply visit your registered State Farm agent or call the Mutual Funds Response Center at 800-447-4930.

Risk Disclosures

Investing involves risk, including potential for loss.

Automatic investment plans and dollar-cost averaging do not assure a profit or protect against loss.

AP2013/11/2180

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value