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BMO FUNDS IRA BENEFICIARY TRANSFER OR DISTRIBUTION FORM Traditional IRA, Roth IRA or SEPIA For help with this application, or for more information, call us toll-free at 1800236FUND(3863) or 4142878555. IMPORTANT:

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How to fill out bmo funds ira beneficiary

01

Obtain the necessary forms from BMO Funds or download them from their website.

02

Fill out the required personal information, such as your name, address, and contact details.

03

Provide the necessary details of the beneficiary, including their name, relationship to you, and contact information.

04

Specify the percentage or amount you want each beneficiary to receive.

05

Review the completed form for accuracy and completeness.

06

Sign and date the form.

07

Submit the filled-out form to BMO Funds as per their instructions.

Who needs bmo funds ira beneficiary?

01

Anyone who has a BMO Funds IRA account and wants to designate a beneficiary to receive the funds in the event of their death.

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What is bmo funds ira beneficiary?

A BMO Funds IRA beneficiary is an individual or entity designated to receive the assets of a BMO Funds Individual Retirement Account (IRA) upon the account holder's death.

Who is required to file bmo funds ira beneficiary?

The account holder is required to file the BMO Funds IRA beneficiary designation to ensure that their chosen beneficiaries receive the account assets.

How to fill out bmo funds ira beneficiary?

To fill out the BMO Funds IRA beneficiary designation form, you need to provide your personal information, the beneficiaries' names, relationships to you, and their share percentages.

What is the purpose of bmo funds ira beneficiary?

The purpose of the BMO Funds IRA beneficiary designation is to determine who will inherit the account's assets after the account holder's death, thus avoiding probate.

What information must be reported on bmo funds ira beneficiary?

The information that must be reported includes the account holder's details, the beneficiaries' names and contact information, their relationship to the account holder, and the percentage of the inheritance.

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