Shareholder Service Center

Our Shareholder Service Associates are available Monday through Friday from 9:00 AM to 8:00 PM ET. Call toll-free, 1-800-242-0134, for assistance. Outside the United States, call 203-326-4040.


Accessing My Account



Electronic Delivery of Quarterly Account Statement/ Tax Statements


To Open an Account


As a GE Employee, GE Retiree, their immediate family*, or other eligible investors as described in the current Elfun Funds prospectus. The Funds provide a broad range of investment objectives designed to meet an individual investor's needs and objectives. You may also review the Elfun Funds Annual and Semi Annual Report for additional information on Fund objectives and Schedule of Investments. If you have any questions or need assistance, please call a Shareholder Service Associate at 1-800-242-0134.

Follow the below steps to open an account in the Elfun Funds:




Once your account has been opened you may view your accounts online: Account Access

* Immediate family is defined as parent, spouse of parent, spouse, brother, sister, child, spouse of child, and grandchild (including blood, step, and adoptive relationships). Elfun Funds are also available to certain other individuals as described in the prospectus.


Managing My Account


Tax Information


Tax Form Delivery SS (RSP) Funds and Elfun Funds

To view your tax forms online go to Account Access and view your Tax Forms online. You may also elect to receive your tax forms electronically. When in account access, select eDelivery Consent within the fund/account transactions on the Portfolio Information page

For non-IRA accounts, a consolidated tax form will include your applicable 1099-DIV and 1099-B information. The forms, along with supplemental tax information guides, will be mailed by February 15th (if this date falls on a weekend, the next available business day is applicable) and made available online shortly thereafter. All supplemental tax information is available on the homepage of this website within the Investor Communications section.

Please note: 1099-DIV forms will not be issued for income and capital gain amounts of less than $10.00 for the year.

For IRA accounts, a 1099-R tax form will be provided. The form will be mailed by January 31st (if this date falls on a weekend, the next available business day is applicable) and made available online shortly thereafter. All supplemental tax information is available on the homepage of this website within the Investor Communications section.

Form 5498 (for IRA contributions) will be mailed by May 31st (if this date falls on a weekend, the next available business day is applicable) to all IRA shareowners who made contributions or processed rollovers in the previous calendar year.


Contact Us


We are unable to act upon any trading requests to buy, sell or exchange securities delivered via e-mail. Please expect a response to your inquiry within the next 2 business days.


By Telephone

Our Shareholder Service Center is open Monday through Friday from 9:00 a.m. to 8:00 p.m. Eastern Time at 800-242-0134. Outside the United States, call 203-326-4040.


By Mail

State Street Global Advisors
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701


Overnight Mail

State Street Global Advisors
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street Milwaukee, WI 53202-5207


Wire Instructions

State Street Global Advisors
U.S. Bank, N.A.
777 East Wisconsin Avenue
Milwaukee, WI 53202-5207

ABA Routing No.
075000022

Credit:
U.S. Bancorp Fund Services, LLC

Account No.
112-952-137

For further Credit:
State Street Global Advisors fund name, shareholder name and account
number