Hartford Funds IRA Distribution Request Form 2026

1. Click ‘Get Form’ to open the Hartford Funds IRA Distribution Request Form in the editor.
2. Begin by filling out Section A, providing your account owner information including your name, account number, and Social Security Number (SSN) or Tax Identification Number (TIN). Ensure all required fields are completed.
3. In Section B, indicate whether you are requesting a full redemption or a partial redemption. If partial, specify the amount you wish to redeem.
4. Proceed to Section C for fund election. List the funds and amounts you wish to redeem. Remember that if this section is left blank, a pro-rata distribution will be applied.
5. Complete Section D by selecting the reason for your redemption from the provided options.
6. In Section E, choose your delivery option for receiving funds. If opting for ACH deposit, ensure you provide accurate bank details and attach a voided check.
7. Fill out Sections F and G regarding federal and state income tax withholding preferences. Make sure to review these carefully as they affect your distribution.
8. Finally, sign and date Section H. If applicable, obtain a Medallion Signature Guarantee as specified in the instructions.

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