Transfer IRAs or Retirement Accounts to Baird Funds

Transfer IRAs or Retirement Accounts to Baird Funds

To transfer IRAs and other accounts to Baird Funds just follow the steps below. If you need assistance, contact a Baird Funds Investor Service Representative at (toll-free) 1-866-44BAIRD.

    1. Read the current Baird Funds Prospectus and Baird Funds IRA Disclosure Form
    2. Complete a Baird Funds IRA Transfer Form
    3. If you are opening a new IRA account for the transfer, complete a Fixed Income or Equity Baird Funds IRA Application.
    4. Return both forms to Baird Funds at either address below. Baird Funds will initiate the transfer from your current IRA Custodian.

      By Mail: By Overnight Delivery:
      Baird Funds, Inc.
      c/o U.S. Bancorp Fund Services, LLC
      P.O. Box 701
      Milwaukee,Wisconsin 53201-0701
      Baird Funds, Inc.
      c/o U.S. Bancorp Fund Services, LLC
      615 E. Michigan Street, 3rd Floor
      Milwaukee, Wisconsin 53202-5207

To convert a Traditional IRA to a Roth IRA, please call (toll-free) 1-866-44BAIRD for instructions. If you are moving qualified retirement proceeds into a Baird Funds IRA, please select the “Direct Rollover/Transfer” option in the Account Selection section of the application and also complete an IRA Transfer Form.

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