Get the free IRA CHANGE OF BENEFICIARY FORM - Dana Value Fund

IRA CHANGE OF BENEFICIARY FORM If you have any questions regarding this form, please call Shareholder Services at 1-855-280-9648. This IRA Change of Beneficiary Form is used to change the beneficiaries

How to fill out ira change of beneficiary

How to fill out an IRA change of beneficiary form:

1. Obtain the form: Contact your IRA custodian or financial institution to request the IRA change of beneficiary form. They may provide a physical form or offer an online version that you can download.
2. Complete your personal information: Fill in your full name, address, date of birth, Social Security number, and any other required personal details in the designated sections of the form.
3. Identify the account: Indicate the specific IRA account for which you are changing the beneficiary by providing the account number or any other necessary identification information.
4. Review current beneficiary information: If there are existing beneficiaries named for the account, ensure their information is listed accurately. If you want to remove a beneficiary, outline this on the form as well.
5. Add new beneficiary information: Clearly state the full name, address, date of birth, and relationship to you for the new beneficiary(ies) you wish to add. Include their Social Security number if required.
6. Specify the percentage or allocation: If you are naming multiple beneficiaries, indicate the percentage or allocation each beneficiary should receive upon your passing. Ensure the total adds up to 100%.
7. Provide your signature: Sign and date the form in the designated section to validate your changes. Some forms may require a witness or notarization, so check the instructions carefully.
8. Submit the form: Send the completed IRA change of beneficiary form to your IRA custodian or financial institution. Follow their specific submission instructions, which may include mailing the form, dropping it off in-person, or uploading it online through their secure portal.

Who needs an IRA change of beneficiary?

1. Individuals with an existing IRA: Anyone who has an Individual Retirement Account (IRA) may need an IRA change of beneficiary form. This allows them to update or revise the designation of who should inherit the funds in their IRA upon their death.
2. Changes in personal circumstances: Life events such as getting married, divorced, having children, or the death of a beneficiary may prompt the need for an IRA change of beneficiary. Keeping this information up to date is crucial to reflect your current wishes.
3. Reviewing and updating beneficiaries periodically: It is wise to regularly review your beneficiary designations to ensure they align with your current intentions. A significant change in your relationships or preferences may necessitate filing an IRA change of beneficiary form. Remember to consult with a financial advisor or estate planner for guidance when considering changes to beneficiary designations.

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What is ira change of beneficiary?

An IRA change of beneficiary is a form that allows the account holder to update or modify the person or persons who will inherit the IRA assets upon the account holder's death.

Who is required to file ira change of beneficiary?

The IRA account holder is required to file an IRA change of beneficiary form if they wish to update the beneficiaries listed on their account.

How to fill out ira change of beneficiary?

To fill out an IRA change of beneficiary form, the account holder will need to provide the names and other identifying information of the new beneficiaries they wish to designate.

What is the purpose of ira change of beneficiary?

The purpose of an IRA change of beneficiary is to ensure that the account holder's assets are distributed according to their wishes upon their death.

What information must be reported on ira change of beneficiary?

The IRA change of beneficiary form typically requires information such as the full name, date of birth, and relationship to the account holder for each new beneficiary.