Frequently Asked Questions
Do you have client approved materials and videos I may be able to share with my clients?
Yes, we have client approved materials for you to share including brochures, commentary, and videos. Please see the Investor and Client-Approved Resources section below.
How do I find out who my dedicated Investment Consultant on the Meeder team is?
View our Advisor Consulting National Sales map by clicking the link below under the Financial Advisor Solutions section and click on your state or enter your zip code.
Where do I go to find applications and forms for my clients to invest with Meeder?
View the Forms section below or visit meederinvestment.com/Resources.
Financial Advisor Resources
Solutions
Investor and Client-Approved Resources
Investment Solutions
Meeder Funds
Forms
Meeder Funds Accounts
Update Your Account
Financial Advisor and Broker Dealer Change Authorization Form
Meeder Funds Automatic Account Builder Form
Meeder IRA Change of Beneficiary Form
Meeder Funds Change of Address Form
Meeder Funds Coverdell Education Savings Account Request for Distribution Form
Meeder Request for IRA Distribution Form
Meeder Funds Systematic Withdrawal Form
Meeder Funds Transfer on Death Beneficiary Form
Meeder Funds Wire ACH Instructions Form
Nationwide Meeder Retirement Portfolio Change of Address Form