Mutual funds purchases, exchanges & redemptions

Contact your Thrivent financial advisor for assistance with your Thrivent Funds account or contact our Customer Support at 800-847-4836. When calling, say "mutual funds" for faster service.

1. Log in to thrivent.com.
2. Select the account you want to change.
3. Under Investment actions on the right, choose "Purchase."
4. To make a purchase to an existing fund, choose "Purchase existing fund." To purchase to a new fund, select "Purchase new fund."
5. Select the desired fund for purchase.
6. Enter the amount for purchase.
7. Select the bank account you want to use for funding.
8. Click "Review" and review the details, then click "Purchase" to complete your transaction.

Note: When purchasing to a new fund, you have the option to review a Summary prospectus for the fund you choose before completing your purchase.

1. Log in to thrivent.com.
2. Select the account you want to exchange.
3. Under Investment actions on the right, choose "Exchange."
4. Select "Exchange to existing fund."
5. Select the funds you want to exchange from/to.
6. Choose the Amount type and enter the Amount, then click "Review."
7. Review the details of your exchange request, then click "Exchange" to complete the transaction.

You can also visit the Forms page to download an exchange form.

Follow these steps to redeem online:

1. Log in to thrivent.com
2. Select the account you want to redeem.
3. Under "Investment actions" on the right, choose "Redeem."
4. Click "Redeem existing fund."
5. Choose which fund you want to use for redemption.
6. Select where to send the payment, your Amount type and Amount, and click "Continue."
7. For IRA accounts, choose the percentage you want to withhold for federal tax. State tax will be calculated automatically, depending on the minimum required withholding amount for your state of residence. To specify a different state tax withholding amount, please submit your request via phone or form.
8. Review, then click "Redeem" to complete your transaction.

Note: Roth and Coverdell IRAs do not have a tax withholding requirement.

You can also visit the Forms page to download a redemption form.

For online purchases
Any purchase made prior to the close of trading on the New York Stock Exchange (generally 4:00 p.m. Eastern time weekdays) will be applied using that trading day’s share price. Purchases entered after the close of trading, or on weekends and market holidays, will be processed on the next trading day. Until the trade is processed, it will appear as ‘Pending’ in transaction history, and the value of your account will not change.

For purchases made with a check
Allow five to seven business days for check purchases to be processed. Purchases will be applied to your account as of the date received at our processing center.

Our mailing address for additional investments into your account is:

Thrivent Funds
PO Box 219334
Kansas City, MO 64121-9334

If you need to make an express purchase (overnight delivery), our mailing address is:

Thrivent Funds
801 Pennsylvania Ave
Suite 219348
Kansas City, MO 64105

Please make your checks payable to: Thrivent Funds

For exchanges
You may also use the Exchange Request form to request an exchange of shares from one fund to another.

Before you send us your form, make sure you’ve provided the following:

• Fund/account number you want the shares exchanged from. 
• Fund/account number you want the shares exchanged to. 
• Account owner signatures and date signed. 

Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

For redemptions/sell shares
You may also use the Non-Retirement Account Redemption Request form or the Retirement Account Redemption Request form to request that shares be sold from your existing Thrivent Funds account.

Before you send us your form, make sure you’ve provided the following:

• Fund/account number you want the shares redeemed from. 
• Account owner signatures and date signed. 

Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

1. Select "Log In" from the home screen. 
2. Enter your username and password.
3. Select the account you wish to view.
4. Choose the Investment action you want from the list on the right.
5. Select the automatic option.
6. Follow the steps online to setup your automatic transaction.

You may also use the Automatic Purchase Plan form to set up recurring purchases. 

Before you send us your form, make sure you’ve provided the following:

• Bank information including routing number and account number.  
• Start date for your ongoing deductions. 
• Account owner signatures and date signed. 

Once you’ve completed the form, mail it or fax it to our office using the address and fax numbers found on the form.

Yes, any transaction scheduled on a weekend or holiday will be placed using the next business day's share price.

If you want to delete or change a pending transaction, call Customer Service at 800-847-4836 prior to the stock market closing for the day. When calling, say "mutual funds" for faster service.

You can make changes on transactions up to two days prior to the scheduled transaction.  

1. Select "Log In" from the home screen. 
2. Enter your username and password.
3. Select the account you wish to view.
4. Select the Investment action from the list on the right side of the Account Details page.
5. Choose the Manage automatic transaction option.
6. Follow the steps online to change your scheduled automatic transaction.

You may also use the Automatic Purchase Plan form in order to change the draft date or the amount for an existing recurring purchase plan.

Before you send us your form, make sure you’ve provided the following:

• Bank information including routing number and account number. 
• New draft date for your ongoing deductions. 
• Updated draft amount. 
• Bank account owner signatures and date signed. 
  

Once you’ve completed the form, mail it or fax it to our office using the address and fax numbers found on the form.

1. Select "Log In" from the home screen. 
2. Enter your username and password. 
3. Select the account you wish to view.
4. Select the Investment action from the list on the right side of the Account Details page.
5. Choose the Manage automatic transaction option.
6. Click Remove schedule and follow the steps online.

You may also use the Automatic Purchase Plan form in order to stop an existing recurring purchase plan.

Before you send us your form, make sure you’ve provided the following:

• Bank information including routing number and account number. 
• Fund/account number.
• Account owner signatures and date signed. 

Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

In order to obtain a one-time distribution or set up recurring distributions once you’ve reached the age of 72, there are two options:

1. If you know the amount of your RMD, you can set up a one-time distribution online.
   Note: Online redemptions from IRA accounts will default to 10% federal withholding. Any other withholding preference can be requested by phone call or in writing.
2. If you don’t know the amount of your RMD, you can call our Client Support at 800-847-4836 or fill out the Required Minimum Distribution form. Please submit for W-4R if selecting a withholding amount other than 0% or 10%.
   

Before you send us your form, make sure you’ve provided the following:

• Fund/account number. 
• Whether you want a one-time distribution or recurring distributions. 
• Indicate your preferred method of distribution. 
• For direct deposit, indicate the routing number and account number of your financial institution. 
• Account owner signature and date signed. 

Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

A closeout fee does not apply to your nonqualified accounts, but a $15 closeout fee may apply to your retirement account if you are redeeming all shares in all positions.

Watch this video for step-by-step instructions on how to login and other helpful tips.

See below FAQs for additional information regarding your Plan Administration Online account.

How do I add a new participant to the plan?
New participants need to complete an application and submit it to Thrivent Funds. Once an application is received in good order, the new participant will appear on the Plan Details page. The new participant will show up on the Roster Details page only when you create a new roster. The new participant will need to be manually added to a Work-in-Progress roster by clicking on the Add Shareholders button.

How do I delete a participant from the plan?
To delete a participant from the plan, access the Shareholders section on the Plan Details page. Clicking “Remove From Plan” will allow the Plan Administrator to remove the selected participant from the plan when they are no longer a participant.

Can I add new funds to a participant?
No, the shareholder or their Financial Advisor will need to contact Thrivent Funds to establish a new fund within their shareholder’s current share class.

My bank account has changed. Can I still submit my plan contributions through Plan Administration Online?
Yes, but your banking information must be updated prior to your submission. Send us new banking instructions through our Plan Administration Online Access ACH Debit Authorization form. Rosters that are submitted with outdated banking information will not be honored.

How will I recognize the ACH draft for my roster submission on my bank statement?
The ACH draft will be posted to your bank statement as: GPURCHRSTR INVESTMENT.

I changed allocations the last time that I submitted a roster; however, they did not update for the next roster. How do I change allocations for all future rosters?
If you want to change allocations for all future rosters, you must update the changes on the Shareholder Allocation page. Changes made on the Roster Details page will only be effective for that roster.

I have submitted a roster with incorrect allocations; how can I delete this submission?
You can have a roster submission deleted by contacting Thrivent Funds at 1-800-847-4836 on the same day that the roster has been submitted. The phone call must be received prior to the close of regular trading at the New York Stock Exchange (NYSE), which is generally 3:00 PM Central Standard Time (CST). This time may change due to NYSE holidays or unforeseen circumstances. Our Call Center is open Monday through Friday from 7:00 AM to 6:00 PM CST.

If transferring a retirement or other tax-deferred account, you can learn more about your options to make an informed decision by visiting our Rollover Accounts page.

If transferring a general investing account (an account with no tax benefits), complete the Nonqualified Transfer form MF10136.

• Include signatures from all new and existing account owners.
• Contact your financial institution and ask whether they require the following before transferring your funds:
  
  • Medallion Signature Guarantee Seal or Notary Seal.
• Mail or fax to the address and fax number found on the form.

To transfer an account into a trust account, complete the following two forms:

• Change of Registration form MF23432
• Certification of Trust form MF24143
• Include signatures from all new and existing account owners on the Change of Registration form.
• Mail or fax to the address and fax number found on the form.

Complete a Change of Registration form MF23432.

• Include signatures from all new and existing account owners.
• Mail or fax to the address and fax number found on the form.

Complete a Retirement Account Beneficiary Claim form MF34915 or a Non Retirement Account Beneficiary Claim form MF34914.

• Include a copy of the certified death certificate if one is not currently on file with Thrivent Mutual Funds or Thrivent Financial annuity/life/death claims.
• Include signatures from all new and existing account owners.
• Mail or fax to the address and fax number found on the form.

Complete a Change of Registration form MF23432.

• Include signatures from all new and existing account owners.
• Mail or fax to the address and fax number found on the form.