Get Ira Beneficiary Designation (form-11) - Dws Investments

This guide provides a comprehensive overview of how to accurately complete the IRA Beneficiary Designation (Form-11) - DWS Investments online. By following these steps, users can ensure that their beneficiary information is correctly submitted and saved.

Follow the steps to fill out the IRA Beneficiary Designation form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Enter your account information. Provide your name, social security number, address, city, state, zip code, and phone number. Check the box if your address has changed and you would like your account updated.
3. List your IRA account number(s) to which this beneficiary designation will apply. This should include Traditional, Roth, or SEP IRA account numbers. Ensure you understand that the new beneficiary information is effective only upon receipt by DWS Trust Company.
4. Designate your primary beneficiaries. Input the required information for each primary beneficiary. If multiple primary beneficiaries are named, you can either distribute the account balance equally or specify a percentage for each. All percentages must total 100%.
5. If designating a trust as a beneficiary, include the name of the trustee(s), the complete name of the trust, and the date of the trust document.
6. Proceed to designate secondary beneficiaries. Similar to the primary beneficiaries, provide all required information. Keep in mind that secondary beneficiaries will only receive account proceeds if all primary beneficiaries predecease you, and distributions will also adhere to percentage allocations totaling 100%.
7. Review the spousal consent section if you are married and naming a beneficiary who is not your spouse. Your spouse must sign this section acknowledging their awareness of the beneficiary designation.
8. Sign and date the form in the designated area, affirming that the information provided is accurate.
9. Once the form is completed, you can save changes, download, print, or share the form as needed. Make sure to send the completed form to the DWS Investments Service Company following the provided mailing instructions.

Complete your IRA Beneficiary Designation form online to secure your beneficiary information today.