Skip to Main Navigation Skip to Main Content
Our Family of Companies
western & southern financial group
western & southern life
columbus life inaurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors

Resources & Tools

Access important information. You can download and print applications and forms, order or print fund fact sheets, prospectuses and annual reports. You can also find necessary tax forms for reporting purposes.

Individual Account ApplicationInstitutional Account ApplicationCoverdell Education Saving AccountRetirement IRA Kit: Traditional, SEP & RothSEP Employer Forms*SIMPLE Employer Forms*SIMPLE IRA KitAccount Change FormBeneficial Ownership Certification FormCoverdell Education Savings Acount ESA Withdrawal Authorization FormEmployer Investment TransmittalIRA Beneficiary Designation FormIRA Self-Certification of Late RolloverNon-Custodial Account TransferRecharacterization Request Form (External)Recharacterization Request Form (Internal)Retirement Account Withdrawal FormRetirement Withholding Election FormRMD Election Form – TSF-2518Roth IRA Conversion Request Form (External)Roth IRA Conversion Request Form (Internal)Simple IRA Withdrawal Authorization FormSpecial Account Options FormTransfer of Assets Form - CoverdellTransfer of Assets Form - SIMPLE - TSF-1685Transfer of Assets Form - Traditional, SEP & RothWithdrawal Authorization FormFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetSummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIStatutory Prospectus (April 30, 2019)Statutory Prospectus (July 10, 2019)Annual ReportSemi Annual ReportSAI (April 30, 2019)SAI (July 10, 2019)Credit Opportunities II Fund Information Statement – TSF-2521BFlexible Income Fund Information Statement - TSF-2459International ESG Equity Fund – TSF-2525Credit Opportunities II Fund Proxy Statement/Prospectus – TSF-2521-1908Credit Opportunities II Fund Proxy Statement/Prospectus SAI – TSF-2521-SAI-1908TVST Proxy Statement/Prospectus - TSF-2506TVST Proxy Statement/Prospectus SAI - TSF-2506-SAITouchstone Funds Group Trust Proxy VotingTouchstone Institutional Funds Trust Proxy VotingTouchstone Strategic Trust Proxy VotingTouchstone Variable Series Trust Proxy VotingSales Charges and Breakpoints - TSF-1075Touchstone Active Bond FundTouchstone Active Bond FundTouchstone Active Bond FundTouchstone Active Bond Fund (f.k.a. Touchstone Core Bond Fund)Touchstone Active Bond Fund (f.k.a. Touchstone Core Bond Fund)Touchstone Active Bond Fund (f.k.a. Sentinel Government Securities Fund)*Touchstone Active Bond Fund (f.k.a. Sentinel Total Return Bond Fund)Touchstone Aggressive ETF FundTouchstone Balanced Allocation FundTouchstone Balanced Allocation Fund, Class YTouchstone Conservative Allocation FundTouchstone Conservative Allocation FundTouchstone Conservative Allocation Fund, Class YTouchstone Credit Opportunities Fund II (f.k.a. Touchstone Arbitrage Fund)Touchstone Credit Opportunities II FundTouchstone Dynamic Diversified Income FundTouchstone Emerging Markets Small Cap Fund (f.k.a. Touchstone Emerging Markets Equity Fund)Touchstone Flexible Income FundTouchstone Flexible Income Fund (f.k.a. Sentinel Multi-Asset Income Fund)*Touchstone Focused FundTouchstone Focused FundTouchstone Focused FundTouchstone Growth Allocation FundTouchstone Growth Opportunities FundTouchstone High Yield FundTouchstone International Growth Opportunities Fund, Class 1 (f.k.a. Touchstone Global Growth Fund)Touchstone Large Cap Focused Fund (f.k.a. Sentinel Common Stock Fund)*Touchstone Large Cap FundTouchstone Mid Cap Value FundTouchstone Moderate Growth Allocation FundTouchstone Moderate Growth Allocation FundTouchstone Moderate Growth Allocation Fund, Class YTouchstone Premium Yield Equity FundTouchstone Small Cap Growth FundTouchstone Small Cap Value FundTouchstone Small Cap Value FundTouchstone Small Company FundTouchstone Small Company Fund (f.k.a. Sentinel Mid Cap Fund)*Touchstone Small Company Fund (f.k.a. Sentinel Small Company Fund)*Touchstone Sustainability & Impact Equity Fund (f.k.a. Touchstone Large Cap Growth Fund)Touchstone Sustainability & Impact Equity FundTouchstone Sustainability & Impact Equity Fund (f.k.a. Sentinel Sustainable Core Opportunities Fund)*Touchstone Sustainability & Impact Equity Fund (f.k.a. Sentinel Sustainable Core Opportunities Fund)*Touchstone Total Return Bond FundTouchstone Ultra Short Duration Fixed Income FundTouchstone Ultra Short Duration Fixed Income FundTouchstone Ultra Short Duration Fixed Income FundTouchstone Ultra-Short Duration Fixed Income FundTouchstone Ultra-Short Duration Fixed Income Fund (f.k.a. Sentinel Low Duration Bond Fund)*Touchstone Value FundTouchstone Value FundTouchstone Variable Series Trust - Balanced Fund (f.k.a. Sentinel Variable Products Balanced Fund)*Touchstone Variable Series Trust - Bond Fund (f.k.a. Sentinel Variable Products Bond Fund)*Touchstone Variable Series Trust - Bond FundTouchstone Variable Series Trust - Common Stock FundTouchstone Variable Series Trust - Common Stock FundTouchstone Variable Series Trust - Small Company Fund (f.k.a. Sentinel Variable Products Small Company Fund)*2019 Tax Reference GuideCapital Gains InformationHigh Yield Fund Distribution Notice2018 Touchstone Supplemental Tax InformationTurboTax Help Document2018 - Foreign Tax Credit Information2018 - Form 5500 Schedule C Eligible Indirect Compensation Disclosure Guide2017 - Form 5500 Schedule C Eligible Indirect Compensation Disclosure Guide

Electronic Delivery

Register for paperless delivery of Touchstone Investments documents.
Go Paperless Now

403(b) Account Access

Retirement account data, forms and additional program materials. 
403(b) Account Access Site

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

©2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.