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-- Select -- Can I Transfer Money from my GE Mutual Fund Account to my Bank Account? How do I add beneficiaries on my Account? How do I change the beneficiary(ies) on my IRA? How do I change registration as a result of the death of GE Mutual Fund Account Owner? How do I gift my shares to a charity? How do I invest in GE Mutual Funds? How do I make changes to my account? How do I request a distribution from my IRA? How do I set up automatic Direct Deposits into my GE Funds account(s)? How do I transfer my account, or add or remove someone from my account? How do I withdraw from my GE Mutual Fund Account? I have not received my Quarterly Account Statement. I hold a Power of Attorney for the Shareowner, how do I give instructions? Is there a Minimum or Maximum amount that I can withdraw from my GE Mutual Fund Account? My name has changed, how do I change it on the Account? When will I get my Tax forms? Can I Transfer Money from my GE Mutual Fund Account to my Bank Account? Yes, if you have provided banking instructions for your account, you may follow normal redemption procedures to transfer money from your GE 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 Service Options and Account Update Form. How do I add beneficiaries on my Account? To add, remove or change beneficiaries on your GE Mutual Fund IRA Account, you must fill out and return the Beneficiary Designation/Change Form. To do the same on your GE Mutual Fund Non-IRA Account a Transfer of Death Beneficiary Form is required. How do I change the beneficiary(ies) on my IRA? Use the GE Mutual Funds IRA Beneficiary Designation/Change form to designate or change your primary and contingent beneficiaries on your GE Funds/Elfun Funds Traditional and Roth IRA account(s). 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. In order to process this Form you must sign the form and have your signature guaranteed as described on the Form. How do I change registration as a result of the death of GE Mutual Fund Account Owner? For a Single Account: A Death Certificate, a New Account Form and a Transfer of Registration Form are required to transfer an individually held account. If the decedent shareowner's estate is being probated, a court certificate is also required appointing a legal representative; if the estate is not being probated, then a small estate affidavit form is required. Joint Account: If one of the joint owners is deceased, the decedent's death certificate, a New Account Form, a Transfer of Registration Form and an affidavit of domicile form are required to transfer the registration of the account. If both the joint owners of the account are deceased, both the shareowner's death certificates, a New Account Form, a Transfer of Registration Form and an affidavit of domicile form are required. Also if the second decedent's estate is being probated, a court certificate is required appointing a legal representative; if the estate is not being probated then a small estate affidavit form is required. For an IRA Account: A Death Certificate and a Letter Of Instruction, signed by all beneficiaries are required to transfer an IRA Account along with a New Account Form & a W9 form. Trust Account: On death of the trustee, a death certificate for the trustee, a certification of the trust agreement form, a New Account Form and a Transfer of Registration Form signed by the Co-Trustees or Successor Trustees are required to transfer the registration of the account. How do I gift my shares to a charity? Please read and complete the Gift Transfer of Shares Form to gift shares from your mutual fund account to a charity. Please consult your tax advisor concerning the income tax and gift tax treatment of your charitable contribution of fund shares If you have any questions, please call the GE Mutual Funds Customer Service Center at 1-800-242-0134. How do I invest in GE Mutual Funds? Follow these three easy steps to open an account in the GE Funds. If you have any questions or need assistance, please call the GE Mutual Funds Customer Service Center at 1-800-242-0134. Step 1: Choose a Fund and review the Prospectus. Also, for important information about how we use and protect personal information, please read the Funds Privacy Policy. If you are opening an IRA account, please also review the GE Funds Traditional or Roth Disclosure Statement and Custodial Agreement, and the Custodian's Privacy Policy. Step 2: Select and complete an application GE Employee New Account Form GE Employee IRA New Account Form Step 3: After you have printed out, completed and signed your application, enclose it with your check made out to GE Funds. The minimum investment is $500 per Fund with a minimum subsequent investment of $100 unless you choose payroll deductions which can be as little as $25 Mail your application with your check to: GE Mutual Funds P.O. Box 9838 Providence, RI 02940 How do I make changes to my account? The Service Options and Account Update 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 check writing to your money market fund (if not done initially). Change a social security number/TIN on an account. Add banking instructions to transfer money into or out of your account. Change the address on your account. How do I request a distribution from my IRA? Call the GE Mutual Funds Customer Service Center at 1-800-242-0134 to speak with a Representative. 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. How do I set up automatic Direct Deposits into my GE Funds account(s)? A) You may ONLY set up automatic Direct Deposits into your GE Funds account(s) THROUGH an "external" FUNDING AGENCY (E.G., Non-GE Payroll, Social Security, Pension, Bank Account, etc.) by following 2 easy steps: Step 1: Contact the GE Mutual Funds Service Center at (800) 242-0134 to establish the account(s) and fund(s) you wish to invest in. Step 2: Contact your FUNDING AGENCY and provide them with the following Bank Information: PNC Bank ABA Number: 031000053 One PNC Plaza, Pittsburgh, PA (The Registered Name on your GE Mutual Funds Account) Your GE Mutual Funds Routing Number - 8630XXXXXXXXX6666* Advise the Funding Agency to begin the Direct Deposits into your GE Mutual Funds account(s). * Please note that your GE Mutual Funds Routing Number is not your GE Mutual Funds account number, it is a 17-digit number that consists of 4 leading digits (8630), your social security number, and 4 ending digits (6666). NOTE: GE Employees should contact the GE Mutual Funds Service Center at (800) 242-0134 to establish GE Payroll Deduction. How do I transfer my account, or add or remove someone from my account? To transfer a registration on an account, please fill out and return a new account application and a Transfer of Registration Form. Elfun Funds new account forms are available at the Elfun.org website. GE Employee New Account Form GE Employee IRA New Account Form How do I withdraw from my GE Mutual Fund Account? Your GE Mutual Fund Account can be redeemed over the telephone, by accessing your account online, or by writing in to us. The maximum amount you are permitted to redeem in one day, if the request is made over the telephone or through Account Access, and a check is cut, is $50,000.00. If you maintain bank account instructions and want us to transfer the redemption to the bank account you have on record with us, there is no limit on the redemption amount. I have not received my Quarterly Account Statement. GE Mutual Fund Account Statements are run on a quarterly cycle: March 31, June 30, September 30 and December 31st. Statements are mailed after each quarter end. If you have not received your GE Mutual Fund Account Statement and it is more than two weeks after one of the above dates, please call 1-800-242-0134 to speak with a customer service representative. I hold a Power of Attorney for the Shareowner, how do I give instructions? The procedure for transfer or redemption where a Power of Attorney is involved remains the same as a regular transfer or redemption with the only exception that the Power of Attorney Document and a medallion guaranteed Letter Of Instruction are required each time a request is made and both have to be dated within 60 days of being received. For more information please call 1-800-242-0134 to speak with a customer service representative. Is there a Minimum or Maximum amount that I can withdraw from my GE Mutual Fund Account? The minimum amount for wire redemption is $1000.00. There is a service charge of $10.00 and the proceeds are posted in the bank account, usually within 1 business day. The minimum amount for ACH redemption is $100.00 and it does not involve any fee. However, can take anything between 3-5 business days for the money sent by ACH to be posted in the account. In case of redemption checks there is no minimum withdrawal amount (GE Money Market Fund checks must be written for at least $100.00). There is no maximum limit on withdrawals made by Wire or ACH; however, the maximum withdrawal on a single day through a check is $50,000.00. Written instructions from all the shareowners, with their individual signatures medallion guaranteed, are required if the proceeds of the redemption are directed anywhere other than the Bank of Record or Address of Record. My name has changed, how do I change it on the Account? A medallion signature guaranteed Letter Of Instruction with instruction to change the name or the One and the Same form is required. The letter of Instruction or the One and the Same form should have both the names (the previous name and the current name and respective signatures individually medallion guaranteed) . Please click on the link to obtain the One And The Same Form. When will I get my Tax forms? 1099 B (For Non-IRA Accounts) are mailed in last week of January every year 1099 Div (For Non-IRA Accounts) are mailed in last week of January every year 1099 R (For IRA Accounts) are mailed in last week of January every year to all Shareowners who received a distribution of more than $10.00 5498 (For IRA Contributions) are mailed in May every year and are sent to all Shareowners for Previous year Contributions or Rollovers