Get Td Ameritrade Change Of Beneficiary Form

The Td Ameritrade Change Of Beneficiary Form is essential for individuals looking to designate or update beneficiaries for their retirement accounts. This guide will provide you with clear and structured instructions on how to complete this form online safely and accurately.

Follow the steps to complete the Td Ameritrade Change Of Beneficiary Form online.

1. Press the ‘Get Form’ button to access the Td Ameritrade Change Of Beneficiary Form and open it for editing.
2. Enter your account information. Fill in the account number, full legal name, date of birth (MM-DD-YYYY), and U.S. Social Security Number (SSN) in the appropriate fields.
3. Designate your beneficiaries. Choose whether each beneficiary is a primary or contingent beneficiary. You are required to designate at least one primary beneficiary and can specify the percentage of shares among primary and contingent beneficiaries, ensuring each totals 100%.
4. For each beneficiary, enter their prefix, first name, last name, date of birth, and SSN. Fill out the relationship to you and the street address, city, state, and ZIP code.
5. If applicable, consult regarding community property laws if you are married and not naming your spouse as the sole primary beneficiary. If required, the spouse must sign to consent.
6. Sign the form to confirm the stated information, acknowledging that all previous beneficiary designations are revoked. The date of signature should also be included.
7. Once all sections are filled out, save changes, download, print, or share the finalized form as needed for your records or submission.

Complete your Td Ameritrade Change Of Beneficiary Form online today.