• Please allow one to three business days for a response.
  • Account Transactions will not be accepted by email.
  • Do not send your account number, tax identification number, Social Security number or any other personal information.
  • If you have problems logging into your account, contact us by phone.

Having a technical problem or receiving an error?

Please call 1-800-345-2021 during normal business hours for assistance. We are unable to provide assistance with these types of issues via email.

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Quicken

You can view instructions for downloading your accounts to Quicken.

TurboTax

You can view instructions for downloading your accounts to TurboTax.

H&R Block At Home

You can view instructions for downloading your accounts to H&R Block At Home.

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You can view instructions for completing an investment securely online.

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You can view instructions for redeeming from your account securely online.

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You can view instructions for completing an exchange between accounts securely online.

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You can view instructions for establishing an automatic investment securely online.

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Need help getting started? Review tips for getting started.

Ready to open an account? You can open an account online.

If you need assistance with opening a new account or to discuss your options, please call an Investment Consultant at 1-888-345-9166 weekdays from 8 a.m. to 6 p.m. Central time.

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You can view instructions on rolling over assets to American Century Investments.

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You can download our Transfer or Roll Over Retirement Assets to American Century Investments PDF form that includes instructions to help make your transfer as smooth as possible.

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To transfer a individual retirement account to another custodian, we suggest that you contact the receiving firm for the necessary paperwork. After you return your completed forms to the new custodian, they will forward the transfer request to us, and we will send the proceeds directly to them for your new account. The entire process may take three to four weeks.

To transfer a business retirement account to another custodian, please call a Business Retirement Specialist at 1-800-345-3533, weekdays from 8 a.m. to 5:00 p.m. Central time to obtain the required forms specific to your plan.

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You can view instructions for adding bank information to your accounts.

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  • Address and Phone Number - View instructions to update your address and phone number securely online.
  • Email Address - Once logged in with your User Name and Password, look in the top-right margin of the My Account Page and select the "edit" link next to your email address.

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You can view instructions for downloading to an aggregator (i.e. Mint.com, Fidelity Full View, etc.)

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Learn how to manage beneficiaries for your accounts.

**NEW** You can manage beneficiaries for your retirement accounts securely online.

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The only way to change your User Name is to request that your current online access be deactivated, and then establish new online access with a new User Name. To deactivate your User Name, please call us.

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You can view instructions for reordering checks securely online.

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You can view information on cost basis.

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You can elect to enroll in eCommunication service at any time.

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You can view instructions to link accounts securely online or how to grant, revoke or refuse account access.

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Complete a Notice of Name Change PDF form to change the name on your account. Return the completed form and supporting legal documentation (as described in the form) by fax or by mail.

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You can view instructions for registering your account online.

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You can view information on resetting your login information securely online.

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If you are unable to reset your login information online or are having other issues with logging in, please call 1-800-345-2021 during normal business hours to resolve the issue.

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You can review everything you need to know about tax forms.

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You can review our Get Ready for Tax Time PDF flier to help you:

  • Determine the percentage of income from direct U.S. government obligations by fund for your taxes.
  • Learn more about foreign tax and income, including where you can find additional tax resources online.

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You can review our Get Ready for Tax Time PDF flier to help:

  • Utah taxpayers determine state tax-exempt status on income.
  • Learn more about Form 1099-INT
  • Find tax-exempt income for our funds by state (if any).

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You can review information on foreign source income for your taxes.

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You can review our Know the Tax Filing Requirements for Your Matured Giftrust PDF flier to help you understand tax filing requirements for your matured Giftrust.

Please Note: We send a Schedule K-1 only once the year after your Giftrust matured or was terminated.

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Glad we could help.

If you have any other questions, just ask.

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You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus, which can be obtained by calling 1-800-345-2021, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

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Important Legal Information - Privacy & Security