Get Ira Change Of Beneficiary Form - Domini Social Investments

Changing your beneficiary designations is an important aspect of managing your Individual Retirement Account (IRA). This guide will provide clear, step-by-step instructions on how to complete the IRA Change Of Beneficiary Form from Domini Social Investments online, ensuring your wishes are accurately reflected.

Follow the steps to successfully fill out your form

1. Click ‘Get Form’ button to obtain the IRA Change Of Beneficiary Form. This will open the document for you to start filling it out.
2. Fill in the participant information section. Include your name, daytime telephone number, address, city, state, zip code, social security number, date of birth, and account number. Make sure all details are accurate.
3. Indicate the type of account by checking one of the options: IRA, Roth IRA, SEP-IRA, or SIMPLE IRA.
4. In the participant’s designation section, affirm that you are revoking any previous beneficiary designations by marking the appropriate option.
5. In the beneficiary designations section, fill out the details for your primary beneficiaries. Include their names, social security numbers, dates of birth, relationships to you, share percentages, addresses, and daytime telephone numbers. Ensure the total share percentage equals 100% for all primary beneficiaries.
6. Repeat step 5 for the contingent beneficiaries, ensuring the total share percentage also equals 100%.
7. If necessary, check the box indicating that you have attached a separate sheet with additional beneficiary designations. Ensure you include the date and your signature.
8. Review the community property disclaimer section and provide the required spousal consent if applicable, including the spouse’s signature and date if you are in a community property or marital property state.
9. Sign your name and date the form in the participant's signature section.
10. Once complete, you can save changes to the document, download a copy for your records, print it for mailing, or share it with relevant parties.

Take control of your IRA by filling out the necessary documents online today.