Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto.
Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. In the event of your death, the balance of your custodial account shall be paid to the primary beneficiaries who survive you in equal shares (or in the specified shares, if indicated). If none of the primary beneficiaries survive you, the balance of your account shall be paid to the contingent beneficiaries who survive you in equal shares (or in the specified shares, if indicated). If you name multiple primary beneficiaries and a beneficiary does not survive you, such interest is terminated and that percentage will be divided proportionately among the remaining primary beneficiaries. Similarly, unless you have specified otherwise, if no primary beneficiary survives you and you have named multiple contingent beneficiaries and a beneficiary does not survive you, such interest is terminated and that percentage will be divided proportionately among the remaining contingent beneficiaries. You may change your beneficiaries at any time by giving written notice to the Custodian. If you do not designate a beneficiary, or if all designated beneficiaries predecease you, your surviving spouse will become the beneficiary of your IRA. If you do not have a surviving spouse at the time of your death, your estate will become the beneficiary of your IRA. If a trust is designated as a beneficiary, you must provide both the date of the trust and the name(s) of the trustee(s).
Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Community Property Spousal Consent Note: Consent of the Participant’s spouse may be required in a community property or marital property state to effectively designate a beneficiary other than, or in addition to, the Participant’s spouse.
Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Check here if you have attached and signed separate sheet with additional Primary or Contingent Beneficiaries. Primary Beneficiary Contingent Beneficiary Name of Beneficiary (Individual or Trust) % of Distribution Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Primary Beneficiary Contingent Beneficiary Name of Beneficiary (Individual or Trust) % of Distribution Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code
Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Custodian - Disclaimer: The Participant's spouse may have a property interest in the account, and may also have a right to dispose of that property interest by will. Therefore, the Custodian, together with any sponsors, issuers, depositories and other persons or entities associated with the investments, specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation, or any warranty as to the ownership of the account after the death of the Participant or the Participant's spouse. For additional information, a qualified tax or legal professional should be consulted.
Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Check here if you have attached and signed separate sheet with additional Primary or Contingent Beneficiaries. Primary Beneficiary Contingent Beneficiary Name of Beneficiary (Individual or Trust) % of Distribution Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Primary Beneficiary Contingent Beneficiary Name of Beneficiary (Individual or Trust) % of Distribution Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Consent of the Participant’s spouse may be required in a community property or marital property state to effectively designate a beneficiary other than, or in addition to, the Participant’s spouse. Disclaimer for Community and Marital Property States: The Participant's spouse may have a property interest in the account and the right to dispose of the interest by will. Therefore, any sponsors, issuers, depositories and other persons or entities associated with the investments and the Custodian specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation or as to the ownership of the account after the death of the Participant's spouse. For additional information, please consult your legal advisor. I consent to the Beneficiary Designation. Signature of Depositor’s Spouse (if applicable) Date
Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Participant’s Designation: In the event of my death, I hereby designate the following individuals as the Primary and Contingent Beneficiary(ies) to receive all benefits that may become due and payable under my IRA. If I name a beneficiary that is a Trust, I understand that I must provide certain information concerning the Trust to the Custodian. The custodian will not accept beneficiary contingencies that are applied to either primary or contingent beneficiary designations. ☐ Primary, or ☐ Contingent Name Social Security Number Relationship to Participant Address Date of Birth Percentage City State ZIP Code ☐ Apply a per-stirpes designation ☐ Primary, or ☐ Contingent Name Social Security Number Relationship to Participant Address Date of Birth Percentage City State ZIP Code ☐ Apply a per-stirpes designation ☐ Primary, or ☐ Contingent Name Social Security Number Relationship to Participant Address Date of Birth Percentage City State ZIP Code ☐ Apply a per-stirpes designation ☐ Primary, or ☐ Contingent Name Social Security Number Relationship to Participant Address Date of Birth Percentage City State ZIP Code ☐ Apply a per-stirpes designation Custodian - Disclaimer: The Participant's spouse may have a property interest in the account, and may also have a right to dispose of that property interest by will. Therefore, the Custodian, together with any sponsors, issuers, depositories and other persons or entities associated with the investments, specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation, or any warranty as to the ownership of the account after the death of the Participant or the Participant's spouse. For additional information, a qualified tax or legal professional should be consulted.
