MUTUAL FUNDS

Open an Account

State Farm™ offers convenient options once you decide it's time to open a new mutual funds account.

Apply Online

  • The minimum initial investment per fund is $1,000 (minimum initial investment amount does not apply to Tax Qualified Transfer or Rollover money).
  • Subsequent investments, including an Automatic Investment Plan (AIP), require a minimum investment of $50 per transaction per fund. Learn more about the Automatic Investment Plan.
  • Note: When using our electronic application, you will be asked to create a temporary ID and password to establish the account. Once the new mutual funds account is open, it will be available for viewing by logging in to your State Farm account within two business days. If you do not already have an ID and password with State Farm, it will be available for viewing by logging in to your State Farm account within two business days. If you do not already have an ID and password with State Farm you will be required to register with your new account number before accessing it online. For any questions, please call our Mutual Funds Response Center at 1-800-447-4930 between 8:00 am – 6:00 pm CT, Monday through Friday.

Click and Mail In

For Mutual Funds:

  • The minimum initial investment per fund is $1,000 (minimum initial investment amount does not apply to Tax Qualified Transfer or Rollover money).
  • Subsequent investments, including an Automatic Investment Plan (AIP), require a minimum investment of $50 per transaction per fund. Learn more about the Automatic Investment Plan.
  • To establish Electronic Funds Transfer (EFT), complete the Investor Account Services [PDF-1.3MB] form. If sending money via check, please make checks payable to State Farm Mutual Funds®.

Mail to:

State Farm Mutual Funds
P.O. Box 219548
Kansas City, MO 64121-9548

For The State Farm College Savings Plan:

  • The minimum initial investment per portfolio is $250, or $50 if setting up an Automatic Investment Plan.
  • If you make automatic monthly investments, there's a $50 minimum to open the account, followed by $50 minimum automatic monthly contributions.

Make checks payable to:

The State Farm College Savings Plan

Mail to:

Regular USPS Mail
The State Farm College SavingsĀ Plan
P.O. Box 173865
Denver, CO 80217-3865

Fax: 303-768-6529

Overnight Mail
The State Farm College Savings Plan
12100 East Iliff Avenue, Suite 300
Aurora, CO 80014

Call In

Have questions about opening an account? Call us.

For Mutual Funds – Call a Mutual Funds representative at 800-447-4930; Monday - Friday 8AM-6PM CT.

For The State Farm College Savings Plan – Call 800-321-7520.

Risk Disclosures

Investing involves risk, including potential for loss.

Before investing, consider the funds' investment objectives, risks, charges and expenses. Contact State Farm VP Management Corp (800-447-4930) for a prospectus or summary prospectus containing this and other information. Read it carefully.

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.

Automatic investment plans do not assure a profit or protect against loss.

AP2017/03/0170

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value