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Thrivent Form Manual

The document is a form for Thrivent Funds that facilitates telephone transactions, including exchanges, redemptions, and purchases of mutual fund accounts. It requires personal and financial institution account information, along with signatures for authorization. The form outlines the terms and conditions for transactions, including processing times and minimum investment amounts.

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brandtjmanagement
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17 views

Thrivent Form Manual

The document is a form for Thrivent Funds that facilitates telephone transactions, including exchanges, redemptions, and purchases of mutual fund accounts. It requires personal and financial institution account information, along with signatures for authorization. The form outlines the terms and conditions for transactions, including processing times and minimum investment amounts.

Uploaded by

brandtjmanagement
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Thrivent Funds

Telephone Transactions

Done
Thrivent ID

Version 6 - 2/15/2008 added SetF


Section 1 - General Information
Name of owner (print first, middle, last name and suffix, as applicable) yes

Name of joint owner (print first, middle, last name and suffix, as applicable)

Fund/Account Number(s)

Yes No Telephone Exchange


Yes No Telephone Redemption by Check - Not available on 403(b) accounts.
Yes No Telephone Redemption by Financial Institution - Not available on 403(b) accounts.
Yes No Telephone Purchase - Not available on 403(b), SEP IRA, SARSEP IRA, SIMPLE IRA and Inherited accounts.
Section 2 - Financial Institution Account Information
Name of financial institution account owner Phone

Address of financial institution account owner City

State ZIP code

Name of joint financial institution account owner Routing number

Full name of financial institution Type of account: Checking Savings


If type of account is not indicated, checking account will be debited.
Address of financial institution City

State ZIP code Account number

I authorize Thrivent Financial Investor Services Inc. to: 1) make electronic deposits, withdrawals and corrections to my bank
account that comply with U.S. law; 2) act on this authorization until I revoke it by contacting Thrivent Funds; 3) apply this
authorization to any future bank accounts I may designate; 4) make administrative changes to this authorization which I
request such as date or amount changes; 5) release any and all information related to this authorization to the third party
account/contract owner, and 6) act upon electronic deposit instructions I provide to my representative.

MF23435 Page 1 of 2 R10-24


Section 3 - Agreements and Signatures
I certify that I have received, read, and agree to the Disclosures found on the bottom of this form.
Signature of financial institution account owner and date signed
Done

X
Signature of joint financial institution account owner and date signed Version 6 - 2/15/2008 added SetF

yes
X
Signature of primary owner/conservator/guardian/custodian/trustee/authorized person and date signed

X
Signature of joint owner/additional trustee/additional authorized person and date signed

X
Mail completed form to:
Regular Mail: Express Mail: Fax: Phone:
Thrivent Funds Thrivent Funds 866-278-8363 800-847-4836
PO Box 219348 801 Pennsylvania Ave
Kansas City, MO 64121-9348 Suite 219348
Kansas City, MO 64105

Disclosures
Telephone Transactions - Telephone purchase and telephone redemption may be available. Through this service, your
investments are purchased directly from your bank account into your Thrivent Mutual Fund account, and redeemed from your
Thrivent Mutual Fund account and deposited into your bank account. Your telephone instructions will be recorded by Thrivent
Financial Investor Services Inc. and processed via Automated Clearing House (ACH). ACH transactions may take 3-5
business days to complete.
Telephone transactions must be made by 3:00 p.m., Central Time. The minimum investment amount is $50, per
account.

MF23435 Page 2 of 2 R10-24

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