How do I change the custodian on an UTMA account?

In order to change custodian for an UTMA, complete the Change of Registration form MF23432.

• Include signatures from both the current custodian and the new custodian
• Mail it or fax it to our office using the address and fax numbers found on the form
  

How do I change the Responsible Individual on a Coverdell Educational Savings Account?

In order to change the Responsible Individual on a CESA complete the Change of Registration form MF23432.

To initiate this change for a CESA, you must be the parent or legal guardian.

• Obtain signatures from all new and existing account owners
• Mail it or fax it to our office using the address and fax numbers found on the form.

How do I change the conservator or guardian on a conservatorship or guardianship account?

In order to change the conservator or guardian complete the Change of Registration form MF23432. 

• Include signatures from all new account owners
• Provide a certified copy of the court appointed conservator/guardian documents
• Mail it or fax it to our office using the address and fax numbers found on the form

Do I need to provide Thrivent Mutual Funds with my court documents for guardianship or conservatorship? 

If you were appointed by a court to make legal decisions for someone else, fax or mail a copy of the court documents.

Mail to:
Thrivent Mutual Funds
P.O. Box 219348
Kansas City, MO 64121-9348 USA    

Fax to:
866-278-8363

How do I get a guardian or conservator appointed?

An attorney can help you file a petition with the court.

I am a power of attorney for someone. How do I get access to information about their account?

A copy of a power of attorney document must be faxed or mailed to Thrivent Financial Investor Services Inc. before account information is available to you or you are able to make transactions on their behalf. Access will be available via phone. On-line access is not available at this time. It is your fiduciary responsibility to transact within the named powers of the power of attorney.

Mail to: 
Thrivent Mutual Funds  
P.O. Box 219348
Kansas City, MO 64121-9348 USA  

Fax to:
866-278-8363

How do I get a power of attorney document?

An attorney can create a power of attorney document for you.