Get Allianz Family Of Funds Transfer On Death Registration Request Form

This guide provides detailed instructions on completing the Allianz Family Of Funds Transfer On Death Registration Request Form online. By following these steps, users can ensure their forms are accurately filled out, facilitating the registration of beneficiaries for their accounts.

Follow the steps to complete the form effectively.

1. Click the ‘Get Form’ button to access the Transfer On Death Registration Request Form and open it in your editor.
2. Indicate whether this is a new account or an existing account by selecting the appropriate option. If creating a new account, ensure that you complete the Allianz Funds Account Application as well.
3. Provide the necessary account registration details. If you have an account number, enter it. Include your Social Security number, your name as the account owner, and a contact telephone number.
4. Enter your current mailing address, including the street address, city, state, and zip code.
5. Designate your beneficiaries. For each beneficiary, provide their first name, last name, Social Security number, and allocation percentage. If there are more beneficiaries than available spaces, attach a separate letter with their information.
6. If any beneficiary is a minor, assign a custodian to manage the account until they reach the age of majority. Provide the custodian's name, address, date of birth, U.S. citizenship status, and relationship to the shareholder.
7. Review the indemnity and consent section carefully. Ensure that you and any spouse (if applicable) sign and date the form, including the Medallion Signature Guarantee from your financial institution.
8. Once the form is completed and verified for accuracy, save the changes, and you can choose to download, print, or share the completed form as needed.

Complete your Allianz Family Of Funds Transfer On Death Registration Request Form online today for a seamless beneficiary registration process.