Get Change Of Designated Beneficiary Form - Columbia Management

Filling out the Change Of Designated Beneficiary Form for Columbia Management online is a straightforward process. This guide offers step-by-step instructions that help you complete the form accurately, ensuring a smooth transition for your designated beneficiary.

Follow the steps to fill out the Change Of Designated Beneficiary Form

1. Press the ‘Get Form’ button to acquire the form and open it in your preferred editor.
2. Begin by providing current account information. Input the designated beneficiary’s account number, full name (first name, middle initial, last name), social security number or taxpayer identification number, and their date of birth in MM/DD/YY format.
3. Fill out the account owner information. If the owner is an individual or an entity, include the entity's legal name and their social security number or taxpayer identification number, along with contact details.
4. Indicate the relationship of the new designated beneficiary to the current beneficiary. Decide if you have an existing account for the new beneficiary. If yes, provide the account number and complete sections 3, 4, and sign section 9. If no, complete sections 3-8 and sign section 9.
5. Specify the amount of transfer desired. Select to transfer the entire account or specify certain amounts to be moved from the existing account to the new beneficiary.
6. Choose your investment options. Indicate whether you wish to maintain the same investment options or establish a new allocation for the new beneficiary.
7. Consider designating a successor account owner if applicable. This step is optional and can help ensure a seamless transition in the event of the account owner's passing.
8. Fill in bank information for electronic transfers if you wish to set up automatic contributions. Ensure the bank account is registered under one of the account owner's names.
9. Review the sections that discuss automatic contribution plans to choose how you wish your contributions to be managed.
10. Lastly, sign to certify that all information is true, complete, and correct according to the current program description. Include the date of signing.
11. After completing the form, save changes, and consider printing or sharing the document if necessary.

Start filling out your Change Of Designated Beneficiary Form online today for a hassle-free experience.