Get Dws Investments Forms

Completing the Dws Investments Forms online is a straightforward process that allows you to manage your beneficiary designations effectively. This guide will provide clear, step-by-step instructions to help you through each section of the form, ensuring your important information is accurately recorded.

Follow the steps to complete your Dws Investments Forms online.

1. To begin, press the ‘Get Form’ button to acquire the Dws Investments Form. This action will open the form in your chosen editor for easy completion.
2. Provide your shareholder information, which includes your TOD account number, the Social Security number associated with the account, the name of the primary account owner, any joint owner's name, your complete address, city, state, zip code, and daytime phone number.
3. Move on to the beneficiary designation section. If you are naming more than two primary or two secondary beneficiaries, you will need to attach additional pages with similar information. Be mindful that if you are married and designate someone other than your spouse as a beneficiary, you must refer to the spousal consent section in step 5.
4. For primary beneficiaries, accurately fill in their names, the corresponding percentages of the account they will receive (these must total 100%), and their dates of birth. Indicate whether each beneficiary is a spouse or another individual by checking the appropriate box. Repeat this for secondary beneficiaries, ensuring that their percentages also total 100%.
5. In the account designation section, affirm that you are assigning the designated beneficiaries ownership of the account upon your death. Make sure to read the rules and understand that any previous beneficiary designations will be revoked. If you are the sole owner and married, your spouse must sign for consent if their name is not included as a beneficiary.
6. Before signing the form, review the rules carefully. You'll need to affix a Medallion Signature Guarantee or guarantee stamp from an authorized institution to validate your signature. This applies to both the primary account owner and any joint account owners, if applicable.
7. If you are married and designate someone other than your spouse, ensure to complete the spousal consent section, which requires your spouse's signature, acknowledging their understanding of your beneficiary designations.
8. Finally, ensure all sections are completed before you submit the form. You can save changes, download, print, or share the form as needed. Once finalized, mail the completed form to Dws Investments Service Company at the provided address.

Complete your Dws Investments Forms online today to ensure your beneficiary designations are up to date.