Get Beneficiary Certificate

Filling out the Beneficiary Certificate online is a straightforward process that ensures your IRA is appropriately designated to your chosen trust beneficiaries. This guide will walk you through each section and field of the form, ensuring you have the necessary information to complete it accurately.

Follow the steps to fill out your Beneficiary Certificate seamlessly.

1. Click the ‘Get Form’ button to obtain the Beneficiary Certificate and open it in your preferred online editing tool.
2. Begin by entering the general information: Fill in the IRA owner name, JMS account number, and social security number accurately.
3. If the participant is deceased, complete the section regarding the trustee(s) of the trust: Include their names, the trust's Employer Identification Number (E.I.N.), and the date of death.
4. In the trust beneficiaries section, certify your status as either the participant or the trustee. List the primary and contingent beneficiaries, providing details for each one, including name, social security number, address, relationship to the participant, birthdate, share of the trust, and any conditions on entitlement.
5. Review the signatures section: Certify that all trust requirements have been met and understand the obligations related to amendments or requests from the Plan Administrator/Payor. Provide your signature, date, and check the appropriate role (participant or trustee of the trust).
6. Once all fields are completed, save your changes, and choose to download, print, or share the Beneficiary Certificate to ensure it is submitted correctly.

Complete your Beneficiary Certificate online today to safeguard your beneficiaries' future.