Shareholder Service Center

If you have provided banking instructions for your account, you may follow normal redemption procedures to transfer money from your mutual fund account to your designated bank account. If you do not have banking instructions on record, please provide your banking instructions to us by filling out and returning the Account Options form. The Account Options form may be found within the Servicing Forms section under Documents

To add, remove or change beneficiaries on your mutual fund IRA account, use the IRA Beneficiary Designation/Change Form. This form will allow you to add, remove, or change beneficiary(ies) on your Elfun Traditional or Roth IRA account(s). The IRA Beneficiary Designation/Change form may be found within the Servicing Forms section under Documents

Any resident of a Community Property State (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin) who does not designate his/her spouse as primary beneficiary, or designates more than half of the IRA account(s) to primary beneficiaries other than his/her spouse, must obtain the spouse's consent. If required, by signing the Consent of Spouse section, your spouse gives up his/her interest in the account to the extent necessary to accomplish the beneficiary designations you have indicated. Spouse's signature requires a Notary Public Seal.

To add, remove, or change beneficiary(ies) on your mutual fund non-IRA account, use the Transfer on Death Designation form to assign, remove, or change beneficiary(ies). This form will allow you to add, remove, or change beneficiary(ies) on your non-IRA account(s). The Transfer on Death Designation form may be found within the Servicing Forms section under Documents.
 

Please read and complete the Gift Transfer of Shares Form to gift shares from your mutual fund account to a charity. This form may be found within the Servicing Forms section under Documents. Please consult your tax advisor concerning the income tax and gift tax treatment of your charitable contribution of fund shares before submitting the form for processing. If you have any questions, please call a Shareholder Service Associate at 1-800-242-0134

To Open an Account:

Choose a Fund and review the Prospectus. If you are opening an IRA, please review the Elfun Funds Traditional or Roth Custodial Account Agreement as well. The Elfun Application(s) may be found within the Servicing Forms section under Documents.

Print, complete, and sign your account application and send it, along with your check (made payable to Elfun Funds), to the following address: State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 701, Milwaukee, WI 53201-0701. A confirmation will be sent to your address of record at the time of the account's initial funding.

The Account Options form will allow you to do the following:

• Set up an automatic investment plan
• Set up a systematic withdrawal plan
• Change dividend and capital gains distribution options
• Add banking instructions to transfer money into or out of your account directly from or to your bank account
• Change the address on your account

The Account Options Form may be found under Documents.

In order to complete a one-time IRA distribution or to set up a systematic withdrawal from your IRA, please complete an IRA Distribution Request Form. All Servicing forms may be found under Documents.

You may also contact a Shareholder Service Associate at 1-800-242-0134 to request a distribution.

Important note: IRS rules concerning withdrawals from IRA's are complex. The tax consequences of the action you take depend on your particular set of circumstances, as well as the specific type of IRA you own. We urge you to consult with your tax adviser for guidance.

Your mutual fund account may be redeemed by accessing your account online, using the Mutual Fund Redemption Form found under Documents, the request can be sent to State Street Global Advisors, c/o U.S. Bancorp Fund Services, P.O. Box 701, Milwaukee, WI 53201-0701, or by telephone at 1-800-242-0134.

Please see the chart below for additional withdrawal information. 

Mutual fund account statements are prepared quarterly for the periods ending March, June, September, and December. If you have not received your account statement and it is more than two weeks after the quarter end, go to Account Access and view your statement online or please contact a Shareholder Service Associate at 1-800-242-0134. Also keep in mind you can elect eDelivery of your account statement. When in account access, select eDelivery Consent within the fund/account transactions on the Portfolio Information page