Get Beneficiary Designation Form - Dreyfus

This guide provides clear and supportive instructions on completing the Beneficiary Designation Form for Dreyfus online. Following these steps will help ensure your beneficiary information is accurately recorded.

Follow the steps to complete your Beneficiary Designation Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your account information. Include your full name, social security number, address, city, state, zip code, email address, and phone number in the designated fields.
3. Select the IRA plan type. Check all applicable boxes for the IRA types you wish to designate beneficiaries for. Remember that if you have multiple IRAs of the same type, the designation will apply to all of them.
4. Complete the Beneficiary Designation section. For each of your primary and secondary beneficiaries, provide their first and last names, addresses, social security numbers, dates of birth, relationship to you, and percentage share of the account.
5. If naming a trust as a beneficiary, write the name and address of the trustee along with the trust agreement details.
6. Review all entered information for accuracy. Make sure that each beneficiary’s details are complete, especially their share percentage.
7. Sign and date the form. Your signature revokes any previous beneficiary designations and confirms your current selections.
8. Once you have completed the form, save your changes. You can then download, print, or share the form as needed.

Complete your Beneficiary Designation Form online today to secure your wishes.