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Get Gabelli Beneficiary Form
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How to fill out the Gabelli Beneficiary Form online
The Gabelli Beneficiary Form is essential for individuals looking to designate beneficiaries for their investment accounts. This guide provides clear and detailed steps to help users fill out the form online, ensuring a smooth and effective process.
Follow the steps to complete the Gabelli Beneficiary Form online.
- Press the ‘Get Form’ button to access the Gabelli Beneficiary Form, which you can fill out digitally in your preferred online editor.
- In the registration & mailing address section, enter the participant’s full name, social security number, date of birth, account number, and the name of the fund.
- Designate primary beneficiaries by providing their names, addresses, social security numbers, relationships to you, percentages of the account each beneficiary will receive, and their dates of birth. Ensure that the total percentages equal 100 percent.
- If there are secondary beneficiaries, repeat the previous step by providing their necessary details, ensuring to include names, addresses, social security numbers, relationships, percentages, and dates of birth.
- In the signature section, the owner of the account must sign and date the form to revoke all prior beneficiary designations.
- If required, provide spousal consent by obtaining your partner's signature and date, especially if you are residing in a community property state.
- Once all sections are completed, save your changes, and download or print the form.
- Mail the completed form to the address provided: Gabelli Funds P.O. Box 8308 Boston, MA 02266-8308.
Get started today by completing your Gabelli Beneficiary Form online!
To set up a beneficiary, complete the Gabelli Beneficiary Form with accurate information about your chosen beneficiary. This may include their full name, date of birth, and relationship to you. Once the form is filled out, submit it according to the guidelines provided. Keeping this updated is vital as your circumstances change.
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