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Get Whitebox Designation/Change of IRA Beneficiary Form 2011-2022

To include additional beneficiaries please complete an additional form. SECTION 1: Account Type I would like this designation of beneficiary to apply to my Whitebox Mutual Funds: q Traditional IRA q Roth IRA q SEP IRA q Simple IRA If you want to designate different beneficiaries for different account types, please complete a separate form for each. SECTION 2: Investor Information SECTION 3: Designation/Change of Beneficiary(ies) (continued) Mailing Address - If different from above .

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