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Get the free Mutual Funds IRA Beneficiary Change Request Form - Hartford Funds

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Print Form Reset Form Hartford Funds IRA Beneficiary Change Request Form This form should be completed when making changes to the current beneficiary designation on your account. Provide all information
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How to fill out Mutual Funds IRA Beneficiary Change Request

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How to fill out Mutual Funds IRA Beneficiary Change Request

01
Obtain the Mutual Funds IRA Beneficiary Change Request form from your financial institution or download it from their website.
02
Fill in your account details, including your name, account number, and the type of IRA involved.
03
Identify the current beneficiaries listed on the account and specify any changes you want to make.
04
Provide the full names, Social Security numbers, and contact information of the new beneficiaries.
05
Indicate the percentage of the account each beneficiary will receive if multiple beneficiaries are designated.
06
Sign and date the form to confirm your request and ensure it is valid.
07
Submit the completed form to your financial institution as per their guidelines, which may include mailing, faxing, or submitting online.

Who needs Mutual Funds IRA Beneficiary Change Request?

01
Individuals who want to update or change the beneficiaries of their Mutual Funds IRA accounts.
02
Account holders who have had changes in their family status, such as marriage, divorce, or the death of a beneficiary.
03
Anyone looking to ensure their assets are distributed according to their updated wishes upon their passing.
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A Mutual Funds IRA Beneficiary Change Request is a formal document used by account holders to update or change the designated beneficiaries of their Individual Retirement Account (IRA) that is invested in mutual funds.
Any individual who holds a Mutual Funds IRA and wishes to change the designated beneficiaries of their account is required to file a Mutual Funds IRA Beneficiary Change Request.
To fill out a Mutual Funds IRA Beneficiary Change Request, the account holder must provide their personal information, including account details, details of the current beneficiaries, and the new beneficiaries they wish to designate, along with their signatures.
The purpose of the Mutual Funds IRA Beneficiary Change Request is to ensure that the account holder's assets are distributed according to their wishes after their passing, by updating the beneficiaries designated to receive the IRA funds.
The information that must be reported includes the account holder's name, account number, current beneficiaries' details, new beneficiaries' names and relationships to the account holder, and any additional required signatures or dates.
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