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Mutual Fund Record Keeping and Duplicate Statements

Need duplicate records for tax purposes? To request a duplicate year-end record or tax form to be mailed to your address of record, you can:



  • Speak with a representative during our normal business hours: Monday through Friday, 8AM–6PM (Central Time).
  • Use our interactive voice response system 24 hours a day, 7 days a week.


  • Log in to your account.
  • Navigate to the Investments section.
  • Click on the desired fund name/account.
  • On the left-hand side, click Account Statements or Tax Summary under Order Statements section.
  • Select the requested form to view or order.


Securities issued by State Farm VP Management Corp. For more information, call 800-447-0740.

Securities, insurance and annuity products are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.

Neither State Farm® nor its agents provide tax or legal advice.