Get Name Or Update A Beneficiary - Ftj Fundchoice

Filling out the Name Or Update A Beneficiary form for FTJ FundChoice is an essential step in managing your account's beneficiary designations. This guide provides clear, step-by-step instructions to help you accurately complete the form online.

Follow the steps to fill out your beneficiary designation form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your account information in the designated section. Fill in the account title as it appears on your records. This step is crucial as it verifies your ownership of the account.
3. In the primary beneficiary section, list the name, relationship, date of birth, Social Security number, and share percentage for each beneficiary. Ensure that the details are accurate to avoid any complications later.
4. If you prefer to include an alternative beneficiary, complete the corresponding section in the same manner as the primary beneficiaries. This ensures that your wishes are clear if the primary beneficiaries are unable to inherit.
5. Review your entries for completeness and accuracy. Confirm that all required sections have been filled out and that no information has been omitted.
6. Sign and date the form, placing your signature in the designated area to acknowledge the beneficiary designations. If applicable, have your spouse sign as well, especially if you reside in a community or marital property state.
7. Once all fields are completed, save your changes. You may choose to download, print, or share the completed form as needed.

Complete your beneficiary designation form online now to ensure your account is set up according to your wishes.