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  • For Additional Beneficiaries, See Attached Form. - American Capital ...

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D Address Date of Birth SSN SECTION TWO: TYPE OF CONTRIBUTION Select One: IR IR RR IRA DI IRA Rollover from Qualified Plan, TSA/403(b), or Governmental 457(b) - Commingled (Complete Rollover Certification) IP IRA Rollover from Qualified Plan, TSA/403(b), or Governmental 457(b) - Segregated (Complete Rollover Certification) IS Decedent IRA SEP/IRA Business Name: (Attach copy of employer s SEP document.) Employer s SEP.

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Log in to your Internet / mobile banking account by authenticating with your credentials. Navigate to the 'Fund Transfer' section, where you will typically find the option to add a new beneficiary. Select 'Add Payee' and choose the type of their account (it can be own bank or other banks).

Designate beneficiaries with care. To avoid problems, coordinate the beneficiary(ies) for your brokerage account(s) with your overall estate plan. Upon death, your beneficiary designations will go into effect and can no longer be changed, so it's important to make sure they're consistent with your wishes.

To add a beneficiary to your account through the website: Sign in to .com on your computer. Click on the account you would like to add a beneficiary to. Click “account services & settings” Click “manage beneficiaries”

Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

You do not need to designate a beneficiary unless you want to name some person or persons not listed above or you want the payment to be made in a different order.

In general, you can choose a beneficiary with an online or paper form you mail in. You can elect one or multiple beneficiaries depending on your bank or credit union. If you name multiple beneficiaries, the amounts will generally be shared equally among those you name.

To add a beneficiary to your account through the website: Sign in to .com on your computer. Click on the account you would like to add a beneficiary to. Click “account services & settings” Click “manage beneficiaries”

You can add another person to your account online in just a few steps. Sign in to .com. Click on the account you want to add a joint holder to. Click on “account services & settings” Click on “add/view joint account holder” to start the invite process.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232