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Get the free Beneficiary Instruction FormAmerican Century Investments

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Designation of Beneficiary for Retirement Accounts Use this form to designate beneficiaries for your American Century Investments retirement accounts. Save time by submitting your designation online.
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How to fill out beneficiary instruction formamerican century

01
Obtain the beneficiary instruction form from American Century Investments.
02
Fill out your personal information including your full name, address, and account number.
03
Specify the details of the beneficiaries including their full names, relationship to you, and the percentage of assets they should receive.
04
Sign and date the form to make it legally binding.
05
Submit the completed form to American Century Investments as per the instructions provided.

Who needs beneficiary instruction formamerican century?

01
Any investor who wants to designate beneficiaries for their investments with American Century Investments will need to fill out the beneficiary instruction form.
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The beneficiary instruction formamerican century is a form used to designate and update the beneficiaries of an American Century account.
Account holders of American Century accounts are required to file the beneficiary instruction form.
To fill out the form, account holders must provide the names and contact information of the beneficiaries, their relationship to the account holder, and the percentage of the account they are entitled to.
The purpose of the form is to ensure that the account holder's wishes regarding the distribution of their assets are carried out in the event of their death.
The form must include the names, contact information, relationship to the account holder, and percentage entitlement of each beneficiary.
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