MUTUAL FUNDS

Instantly Check Mutual Funds with the Interactive Voice Response System

When you're busy, you want the convenience of checking your account anytime, anywhere. The State Farm® Interactive Voice Response System (IVRS) lets you inquire about fund prices and performance, obtain account balances, and process transactions from your phone. To use the IVRS, just call 800-447-4930:

  • Follow the instructions to choose transactions,

  • Enter your Social Security Number and your personal identification number (PIN), and

  • Enter your account number and fund number (which can be found on your investor statement) or view the list of fund numbers below for each fund and share class.

IVRS Fund Numbers


Class A
Premier/
Legacy A

Class B

Legacy B
Equity Fund 1440 180 1640 440
Small/Mid Cap Equity Fund 1441 181 1641 441
International Equity Fund 1442 182 1642 442
S&P 500® Index Fund 1443 183 1643 443
Small Cap Index Fund 1444 184 1644 444
International Index Fund 1445 185 1645 445
Equity and Bond Fund 1446 186 1646 446
Bond Fund 1447 187 1647 447
Tax Advantaged Bond Fund 1448 188 1648 448
Money Market Fund 1449 189 1649 449
LifePath® Retirement Fund 1450 190 1650 450
LifePath 2020® Fund 1452 192 1652 452
LifePath 2030® Fund 1453 193 1653 453
LifePath 2040® Fund 1454 194 1654 454
LifePath 2050® Fund 1455 195 N/A N/A

Selecting and Protecting Your PIN

Your four- to eight-digit PIN should be in a number/letter sequence that's easy for you to remember. Using your name, birth date, or a simple sequence of numbers is not recommended.

Safeguard your PIN. Do not carry it in your wallet or write it on your account statement.

As a security precaution, the IVRS will block access to your account if your PIN is entered incorrectly three times. Your call will then be transferred to an investor services representative.

If you forget your PIN, call 800-447-4930 and choose option 0. An investor services representative will help you reset your PIN.

Risk Disclosures

AP2016/05/0648

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value