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PRINT FORMBeneciary Form and Agreement If you have any questions, please visit acorns.com/support.www.acorns.comWhat is this form? Use this form to a designate a beneficiary on your Acorns Securities,

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How to fill out acorns beneficiary - fill

01

To fill out the Acorns beneficiary form, follow these steps: 1. Log in to your Acorns account.

02

From the main menu, click on 'Settings'.

03

In the Settings menu, scroll down and select 'Profile'.

04

Under 'Profile', find the 'Beneficiary' section and click on 'Update'.

05

You will be prompted to enter the details of the beneficiary, such as their name, relationship to you, and their contact information. Fill out the required fields.

06

Once you have entered all the necessary information, double-check for any errors or omissions.

07

Click on 'Save' or 'Submit' to complete the process.

08

Acorns may require additional verification steps, such as providing supporting documents, to finalize the beneficiary update. Follow any additional instructions provided by Acorns to complete the process.

Who needs acorns beneficiary - fill?

01

Anyone who has an Acorns investment account may need to fill out the Acorns beneficiary form. This form allows account holders to designate a beneficiary who will receive the account's assets in the event of the account holder's death. It is a recommended practice to fill out this form to ensure that your assets are transferred to the intended recipient according to your wishes.

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What is acorns beneficiary - fill?

Acorns beneficiary is where you designate who will receive the assets in your Acorns account upon your passing.

Who is required to file acorns beneficiary - fill?

All Acorns account holders are encouraged to designate a beneficiary in case of their passing.

How to fill out acorns beneficiary - fill?

You can fill out the beneficiary designation form on the Acorns website or app by providing the necessary information about your chosen beneficiary.

What is the purpose of acorns beneficiary - fill?

The purpose of acorns beneficiary is to ensure that your assets in your Acorns account are transferred to your designated beneficiary smoothly and according to your wishes upon your passing.

What information must be reported on acorns beneficiary - fill?

You must report the full name, date of birth, and relationship to you of your chosen beneficiary.

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