Traditional IRA Application Complete this application to start investing in a Traditional IRA.
Traditional IRA Custodial Account Agreement and Disclosure Statement [PDF-910.3KB] This disclosure document contains all of the details about our Traditional IRA.
Roth IRA Application Complete this application to open a Roth IRA.
Roth IRA Custodial Account Agreement and Disclosure Statement [PDF-865KB] This disclosure document contains all of the details about our Roth IRA.
IRA Transfer Request Form [PDF-111.6KB] Fill out this form for each IRA (Traditional, Roth, SEP, or SIMPLE) account you wish to transfer to a State Farm Mutual Funds IRA. This form should not be used for a Coverdell Education Savings Account, Archer Medical Savings Account or Tax Sheltered Account (TSA)/403(b)(7).
IRA Conversion Form [PDF-53.7KB] Use this form to convert a Traditional IRA, SEP IRA or SIMPLE IRA to a Roth IRA. A Roth IRA application must be completed to process this conversion.
Designation of Beneficiary Form [PDF-112.7KB] Submit this form to designate or change the beneficiaries of your Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, TSA/403(b) or Archer MSA.
Direct Rollover Notification Form [PDF-92.2KB] Fill out this form to notify State Farm® that you are initiating a direct rollover to your Traditional or Roth IRA. This form includes a letter of acceptance and delivery instructions for the current custodian. Note: A Traditional IRA or Roth IRA application must be established.
Distribution Request Form [PDF-1.1MB] Request a distribution from your Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA or Archer MSA.
Death Distribution Request Form [PDF-1.2MB] Use this form to request a one-time distribution or to establish a systematic withdrawal plan for a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA or 403(b) due to the death of a participant.
Contribution Remittance Form [PDF-50.8KB] Use this form to set up contributions by check or an electronic transfer of funds to a SIMPLE IRA or SEP IRA (for employers only).
Allocation and Exchange [PDF-47.3KB] This form is used to exchange existing amounts between funds within your Archer MSA, Coverdell ESA, Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA,TSA/403(b)(7), or RPFP account or to change your investment allocations for one time or future contributions on your SEP IRA, SIMPLE IRA, TSA/403(b)(7), or RPFP account.
IRA Recharacterization Form [PDF-49.8KB] Fill out this form to recharacterize all or part of Traditional IRA, SEP IRA or Roth IRA contributions.
TSA/403b Distribution Request Form [PDF-178.4KB] Complete this form for a one-time distribution, required minimum distribution (RMD) payments or a systematic withdrawal plan from a TSA/403(b)(7). You’ll need employer authorization.
TSA/403b Hardship Withdrawal Request Form [PDF-82.2KB] Use this form to make a hardship withdrawal. You’ll need employer authorization and third-party documentation is required.
Plan Transfer Agreement [PDF-79.5KB] This form is used to notify State Farm Mutual Funds of your intent to transfer assets to a State Farm Mutual Funds SEP IRA, SIMPLE IRA, or RPFP plan to qualify for a reduced sales charge.