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

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

AP2013/11/2027

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value