MUTUAL FUNDS

Account Help

Already have an account with State Farm® and need assistance with managing your account? Or are you looking to open a new IRA? Let us help you!

Access your accounts wherever you are, view your account information, and process transactions online.

Manage Your Account

Looking to update your account or switch to e-delivery? We have you covered. Check out the many articles to help you manage your account and learn how to:

  • Redeem shares from your account
  • Add to your account
  • Access your statement

Forms and Downloads

Whether you want to rollover your account, enroll in a College Savings Plan (529), or apply for a Roth IRA, we have the forms you need.

  • General information and forms
  • IRA forms
  • College Savings Plan (529) forms
  • Coverdell ESA forms
  • Tax forms

Tax Center

Wondering how to use your tax refund wisely or how to keep good records for tax purposes? Go to our Tax Center to learn more about some of the ins and outs on these and many other topics:

  • Expected tax mailing dates
  • Dividend and capital gain distributions
  • Summary of tax forms

Risk Disclosures

Investing involves risk, including potential for loss.

An investor should consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

When rolling over a 401 (k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

AP2013/10/1880

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value