How do I update the Authorized Agents for the entity?
You can update the Authorized Agents on your Homestead Funds Entity Account by completing the Entity or Trust Account Authorization Form. Include the list of all Authorized Agents because the Agents listed will replace prior Agents on file. The form must be signed by a Full Access Authorized Agent already on file (or one being added) and notarized.
How do I update the Authorized Agents with inquiry-only access?
You can update inquiry-only Authorized Agents by completing the Entity or Trust Account Authorization Form. Include the list of all inquiry-only Authorized Agents because the Agents listed will replace prior Agents on file. The signatures must be notarized. The form must be signed by a Full Access Authorized Agent already on file (or one being added).
How do I update other cooperative information currently on file with Homestead Funds?
You can use the Account Services Form to update Homestead Funds account basics such as address, telephone/internet options, dividend and capital gains options, and bank information.