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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

Traditional and Roth Individual Retirement Account (IRA) forms

Coverdell Education Savings Account (ESA) Forms

SEP/SIMPLE/Retirement Plan Funding Program (RPFP) plans

Maintenance forms

Beneficiary forms

Custodial account agreements

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.

AP2022/06/0648