CONTACT US HOMESTEAD FUNDS Account Application Informational Messages Homestead Funds is switching service providers. On or after December 6 you will need to reestablish your login credentials. If you have bookmarked this page, as of that date you will need to go to www.homesteadfunds.com and click login to access the link to the new platform. Investment Process New Shareholder What You'll Need Individual investors can click on the "Start an Application" button below to begin the account opening process. You will need Your Social Security number or Taxpayer Identification Number. Minor's Social Security number (for a custodial account for a minor, UGMA/UTMA). A physical address of residence in the United States (not a P.O. Box). Beneficiary information (for IRA accounts). You may also need: Your bank's ACH routing number and your bank account number (if adding bank instructions or investing by ACH). We may ask you to provide documents to establish your identity, such as your Social Security card or your driver's license. IRA transfers and conversions cannot be initiated online. Applications for trust, corporate, partnership or other entity, estate, and inherited IRA accounts must be submitted by mail. Applications for these accounts are available on our website at Forms & Applications. Please call a Client Service Representative at 800-258-3030, option 3, if you are opening a cooperative deferred compensation plan account. Already Existing Shareholder Are you already a Homestead Funds shareholder but want to open a new account type? Important Information Please review the following information prior to opening a Homestead Funds account. USA Patriot Act Notice To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. This information will be verified to ensure the identity of all individuals opening a mutual fund account. If you fail to provide all requested information, it may delay or prevent us from opening an account and making your requested investment(s), and if after your account is open we are unable to verify the information you provide, we may close your account. Shares of Homestead Funds are registered for sale to U.S. residents in all 50 states, the District of Columbia and all U.S. territories. Prospectus Certification During the account opening process, you will be required to certify that you have received and read the current Homestead Funds prospectus. IRA and ESA Disclosure Statement and Custodial Agreement (for IRAs and ESAs only) During the account opening process, you will be required to certify that you have received and read the current IRA or ESA Custodial Agreement. The depositor may revoke this account at any time within seven days after they have established the account. Upon revocation, Homestead Funds will return to them the entire amount contributed to the account without penalty, service charge, administrative expense or other deduction. To revoke the account, mail the form entitled "IRA Revocation Form" to Homestead Funds within seven days of establishing the account. The law considers notice of revocation mailed on the date of the postmark (or on the date of certification or registration if sent by certified or registered mail) provided they deposit the form in the United States mail in an envelope or other appropriate wrapper, first class postage prepaid, properly addressed to Homestead Funds. Custodian Acceptance Custodian Acceptance for IRA and ESA accounts: UMB Bank, n.a. will accept appointment as custodian of the depositor's account. However, this application is not binding upon the custodian until the depositor has received a statement confirming the initial transaction for the account. Receipt by the depositor of a confirmation of the purchase of fund shares will serve as notification of UMB Bank, n.a.'s acceptance of appointment as custodian of the depositor's account. UMB Bank, n.a., CUSTODIAN. Investing in mutual funds involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investors should carefully consider fund objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the funds and should be read carefully before investing. To obtain a prospectus, call 1-800-258-3030 or download a PDF of it now. As with any investment, you should consider how your investment in a mutual fund will be taxed. Please consult your tax adviser about the effect of your investment in a Homestead Fund. Any tax information contained herein is only a brief summary of certain federal income tax information concerning an investment in a Homestead Fund. Your investment may have state or, local tax consequences, and you should consult your tax adviser about the effect of your investment in a Homestead Fund in your particular situation. Additional tax information can be found in Homestead Funds prospectus and statement of additional information. Homestead Funds' investment adviser and/or administrator , RE Advisers Corporation, and distributor, RE Investment Corporation, are indirect, wholly owned subsidiaries of the National Rural Electric Cooperative Association. © 2021 RE Investment Corporation, Distributor. All rights reserved. Privacy Code Of Ethics Proxy Voting Legal Information