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How to fill out the Ameriprise Forms online
Filling out the Ameriprise Forms online is a straightforward process that allows you to designate beneficiaries for your IRA accounts. This guide will provide you with step-by-step instructions to ensure that you complete the form accurately and efficiently.
Follow the steps to fill out the Ameriprise Forms online.
- Press the ‘Get Form’ button to access the form and open it.
- In Part 1, enter your name and Client ID in the designated fields. Select the type of IRA plan you are designating a beneficiary for. If multiple plans apply, check all relevant options and include the corresponding Plan ID Numbers.
- For Part 2, select the appropriate beneficiary designation. Review the options carefully—options A to D provide specific conditions based on marital status and children. Ensure you provide complete addresses for any non-immediate family members or organizations.
- If applicable, proceed to Part 3 to designate a custodian for any minor beneficiaries listed. Specify the state and name of the custodian under the Uniform Transfers to Minors Act.
- In Part 4, decide if you want a Special Beneficiary Restriction (SBR) and check the appropriate box. If selecting SBR, ensure that you understand the conditions and submit the necessary documentation along with the form.
- Fill out Part 5 by indicating your marital status. If married, ensure you obtain your spouse's consent by having them complete the signature section.
- In Part 6, sign and date the form in the 'Owner Signature' section to confirm your designation choices.
- Lastly, save your form. You can also download, print, or share it, as needed.
Complete your Ameriprise Forms online today to ensure your beneficiary designations are accurately recorded.
Related links form
The package ID for your Ameriprise account can usually be found in your account documentation or Ameriprise Forms. If you cannot locate it, contacting customer service directly will help you access this information. Having your package ID easily available can simplify your communication with Ameriprise and streamline any inquiries.
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