CUSTOMER SUPPORT
You can use these forms to apply for a new Thrivent Mutual Funds account, manage your account settings, and make transactions. Some of these activities can also be done online once you’ve set up your account.
Access them below or open an account and purchase funds right on our site.
Get forms such as beneficiary claims, transfers of ownership, & more.
Find forms to manage money in your account or login to view your existing portfolio.
Traditional-SEP IRA Account Application
You can open a Traditional IRA online. You can also download this form (MF29029IRA and 21960) to open a new Traditional IRA or SEP IRA account.
Roth IRA Account Application
You can open a Roth IRA online or download this form (MF29029RTH and 21960A)
Transfer/Direct Rollover/Conversion Request
You can initiate an online request for an IRA-to-IRA transfer, direct rollover, or Roth IRA conversion. You can also download a form (MF11502) to initiate these transactions.
Non-Retirement Account Application
You can open some non-retirement accounts online; including individual, joint ownership, and Uniform Transfer to Minor (UTMA). You can also download this form (MF29029) to open these account types along with the following new non-retirement accounts:
Coverdell ESA Custodial Account Application
You can open a Coverdell ESA online or download this form (MF29029EDU).
Business Entity Information
Download this form (23438) to authorize ownership of mutual fund account by a business.
Certification of Trust
Download this form (MF24143) to authorize ownership of mutual fund account by a trust.
403(b) Transfer/Exchange Request
Download this form (MF24965) for transfer/exchange/rollover/conversion requests into or out of a 403(b) Tax Sheltered Annuity Plan for Mutual Funds.
Thrivent Funds Inherited IRA/Roth IRA Funding Request
Download this form (MF27058) to elect distribution options available to the Thrivent Funds beneficiary on retirement plan assets they inherit.
Transfer of Ownership Request
Download this form (MF23432) to:
Mutual Funds Beneficiary Designation
Download this form (MF307) to add or update the beneficiaries to your account.
Certification of Trust
Download this form (MF24143) to authorize ownership of mutual fund account by a trust.
Mutual Funds Interested Party Statement Authorization
Download this form (MF26822) to add or update authorization for an interested party to receive confirmation and quarterly statements.
Plan Administration Online Access
Download this form (MF29612) for SEP, SIMPLE, and 403(b) to request access to Plan Administration Online, which will allow the plan administer to:
Qualified Charitable Distribution Request
Download this form (29998) to process a Qualified Charitable Distribution (QCD) from your IRA.
Telephone Transactions
Download this form (MF23435) to establish/change/stop telephone redemption/exchange/purchase options.
Non-Retirement Account Beneficiary Claim
Download this form (MF34914) to initiate a non-retirement account beneficiary claim.
Retirement Account Beneficiary Claim
Download this form (MF34915) to initiate a retirement account beneficiary claim.
Express Beneficiary Distribution
Download this form (MF31399) to distribute when all shares requested are less than $50,000 from a deceased account owner to the primary beneficiary of an individual, joint tenant, IRA, Roth IRA, SEP IRA or SIMPLE IRA account.
Thrivent Funds Recharacterization Election
Download this form (MF14625) to recharacterize your Traditional IRA balance.
Legal Name Change Verification
Download this form (34900) to change a legal name.
Required Minimum Distribution Request
If you know the amount of your Required Minimum Distribution (RMD), you can set up a one-time distribution online. If you don’t know the amount of your RMD, you’ll need to fill out the Required Minimum Distribution form (MF14643). Before you send us your form, make sure you provide the following:
Mail or fax the completed form to our office using the address and fax number found on the form.
Exchange Request
You can move money between funds online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen. You can also download this form (MF23434) to move money between accounts (form only) or move money between funds.
Automatic Purchase Plan
You can complete the following purchases online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen:
You can also download this form and complete the Automatic Purchase Plan form (MF6568). Be sure to provide the following:
Mail or fax the completed form to our office using the address and fax numbers found on the form.
Non-Retirement Account Redemption Request
You can redeem non-retirement account mutual fund shares online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen. You can also download this form (MF23433) to redeem mutual fund shares or make a death distribution (form only).
Retirement Account Redemption Request
You can redeem retirement account mutual fund shares online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen. You can also download this form (MF28938) to redeem mutual fund shares or make a death distribution (form only).
Transfer/Direct Rollover/Conversion Request
You can initiate an online request for an IRA-to-IRA transfer, direct rollover, or Roth IRA conversion. You can also download form (MF11502) to initiate these transactions.
Business Entity Information
Download this form (23438) to authorize ownership of a mutual fund account by a business.
Nonqualified Account Transfer Request
Download this form (MF10136) to initiate a Nonqualified Account Transfer Request.
Automatic Redemption Plan
Download this form (MF23430) to establish/change/stop ongoing systematic redemptions.
Automatic Exchange Plan
Download this form (MF23428) to establish/change/stop ongoing systematic requests to move money from one fund to another fund with like registrations.
Excess Removal of SIMPLE IRA Employee Contributions
Download this form (MF24999) to remove excess contributions from a SIMPLE IRA account.
Excess Removal from Traditional IRA/Roth IRA/SEP IRA/SARSEP IRA
Download this form (6535) to remove excess contributions from a Traditional IRA, Roth IRA, SEP IRA or SARSEP IRA account.
Dividends/Capital Gains Distribution
Download this form (MF23429) to update Dividend and/or Capital Gain distribution options.
Looking for tax forms?
Your Thrivent mutual fund tax forms can be found online in the Documents section of your Portfolio.
Still have questions?
Contact our Customer Support at 800-847-4836. When calling, say “mutual funds” for faster service.