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How to fill out hartford funds ira beneficiary

How to fill out hartford funds ira beneficiary

1. To fill out Hartford Funds IRA beneficiary form, follow these steps:
2. Obtain the beneficiary designation form from Hartford Funds. You can request the form online or by contacting their customer service.
3. Provide your personal information, including your full name, date of birth, and social security number.
4. Enter the details of your primary beneficiary, including their full name, relationship to you, and their contact information.
5. If you want to designate multiple beneficiaries, provide the same information for each additional beneficiary.
6. Indicate the percentage of the account you wish each beneficiary to receive. Remember that the total percentage must equal 100%.
7. Include the contingent beneficiary details. Contingent beneficiaries will receive the assets if the primary beneficiary predeceases you.
8. Review the form carefully for accuracy and completeness.
9. Sign and date the form.
10. Submit the completed form to Hartford Funds as per their instructions. You may need to send it via mail or electronically.
11. Retain a copy of the beneficiary form for your records.

Who needs hartford funds ira beneficiary?

1. Anyone who owns a Hartford Funds IRA account should consider designating a beneficiary.
2. Designating a beneficiary ensures that your assets pass on to your chosen individuals or institutions in the event of your death.
3. It is particularly important for those who wish to have control over the distribution of their IRA assets after their passing.
4. By designating a beneficiary, you can help avoid potential complications and conflicts that may arise regarding the distribution of your IRA.

For pdfFiller’s FAQs

What is hartford funds ira beneficiary?

Hartford Funds IRA beneficiary is the person or entity designated to receive the assets in an Individual Retirement Account (IRA) upon the death of the account holder.

Who is required to file hartford funds ira beneficiary?

The account holder of the Hartford Funds IRA is required to designate a beneficiary.

How to fill out hartford funds ira beneficiary?

To fill out Hartford Funds IRA beneficiary designation, the account holder needs to complete the beneficiary form provided by the fund company and submit it with accurate information.

What is the purpose of hartford funds ira beneficiary?

The purpose of Hartford Funds IRA beneficiary designation is to ensure that the assets in the IRA are distributed according to the account holder's wishes upon their death.

What information must be reported on hartford funds ira beneficiary?

The Hartford Funds IRA beneficiary form typically requires the beneficiary's full name, date of birth, relationship to the account holder, and the percentage of assets they are designated to receive.

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