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Ultimus Fund Distributors, LLC / Ultimus Fund Solutions, LLC fax number
(877) 513-0756
Shareholder Services / Fund Administration
Used for: Submitting fund-related documents (e.g., New Account Applications, Traditional/SEP IRA Applications, Systematic Withdrawal Plan forms) by fax to the fund distributor/administrator; forms are then processed and confirmations or notices are returned.
Fax destination details
- Department
- Shareholder Services / Fund Administration
- Purpose
- Submitting fund-related documents (e.g., New Account Applications, Traditional/SEP IRA Applications, Systematic Withdrawal Plan forms) by fax to the fund distributor/administrator; forms are then processed and confirmations or notices are returned.
- Form
- New Account Application; Traditional/SEP IRA Application; Systematic Withdrawal Plan Form — New Account Application; Traditional/SEP IRA Application; Systematic Withdrawal Plan
- Address
- Overnight: 225 Pictoria Dr, Suite 450, Cincinnati, OH 45246; Mail: P.O. Box 46707, Cincinnati, OH 45246-0707
- Website
- Visit organization website
Before you send
- Confirm that this exact department handles your document or request.
- Check the organization website or call its main line for the current fax number.
- Include a cover sheet and any case, member, claim, or form reference required.
- Keep the delivery confirmation with your submission records.
Follow the instructions on each form; mail or overnight delivery to the Cincinnati, OH address; fax to 1-877-513-0756; some forms may require a medallion signature guarantee.
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