State Farm® Funds forms and downloads
The documents below are presented in PDF format. You will need Adobe Acrobat Reader to view the documents.
Non-tax qualified account forms
- New Account Application
- Corporate/Organization/Partnership Authorized Signers
- Designation or Change of Transfer on Death (TOD) Beneficiary
- Non-IRA Change of Ownership
- Non-Tax Qualified Exchange or Redemption
Traditional and Roth Individual Retirement Account (IRA) forms
- Traditional and Roth IRA Account Application
- Designation or Change of Beneficiary Request – IRA
- IRA Distribution Request
- IRA Rollover/Transfer Form
- Minor Traditional or Roth Individual Retirement Account Application
Coverdell Education Savings Account (ESA) Forms
- Coverdell Education Savings Account Application
- Certification of a Special Needs Designated Beneficiary – Coverdell ESA
- Designation or Change of Death Beneficiary Request - Coverdell ESA
- Designation of Successor Responsible Individual – Coverdell ESA
- Distribution Request – Coverdell ESA
- Coverdell Education Savings Account Rollover
SEP/SIMPLE/Retirement Plan Funding Program (RPFP) plans
- SEP and SIMPLE IRA Account Application
- Contribution Remittance Form for SEP, SIMPLE, and Retirement Plan Funding Program (RPFP) Plans
- Distribution Request – Excess Employer Contributions (SEP & SIMPLE Plans)
Maintenance forms
- Change of Custodian
- Change of Trustee
- Investor Account Services
- Letter of Instruction
- Name Change
- Power of Attorney (POA)/Trading Authority
- Trusted Individual
- Interested Party
Beneficiary forms
Custodial account agreements
- Coverdell ESA Custodial Account Agreement
- IRA Custodial Account Agreement
- Roth IRA Custodial Account Agreement
- SIMPLE IRA Custodial Account Agreement
IRS Form 8937
Report of Organizational Actions Affecting Basis of Securities – IRS forms will be available until 12/31/2031.
Disclosures
State Farm Investment Management Corporation serves as advisor and Northern Trust Investments, Inc. serves as the sub-advisor to the State Farm Funds. Foreside Financial Services, LLC, member FINRA is the distributor of the Funds and is not affiliated with State Farm Investment Management Corporation or Northern Trust Investments, Inc.
Neither State Farm® nor its agents provide tax or legal advice.
The State Farm Funds are distributed by Foreside Financial Services, LLC.
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
AP2023/08/0793