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

Filling out the For Additional Beneficiaries, See Attached Form from American Capital is an important step in managing your account effectively. This guide provides step-by-step instructions to help users complete the form accurately and efficiently, ensuring that all necessary information is provided.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the document and open it in your preferred format.
2. In Section One, fill in your client information, including your full name, current address, date of birth, and Social Security Number (SSN). Ensure that this information is accurate and up-to-date.
3. Proceed to Section Two and select the type of contribution you are making. Choose from options such as Traditional IRA or Rollover IRA, and be sure to complete any additional required certifications if necessary.
4. In Section Three, denote beneficiary designations. Specify the name and address of each beneficiary, their relationship to you, their SSN or EIN, date of birth, and the percentage they will receive. Indicate whether each beneficiary is primary or contingent and select the payment method (Pro Rata or Per Stirpes). If you have more beneficiaries than available spaces, make sure to use the attached form as indicated.
5. In Section Four, confirm your understanding of the agreement. Sign and date the document where indicated. Ensure that you have a witness sign if required.
6. If you are required to obtain spousal consent, complete Section Five, ensuring your spouse signs and dates the form. If not applicable, clearly indicate your marital status.
7. Finally, make sure to retain a copy of the completed form and any attachments for your records. Return the original document in the provided envelope.

Complete your documentation online today to ensure your beneficiaries are updated and your account is in good standing.