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Get Scottrade Sf1026 2011
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How to fill out the Scottrade SF1026 online
This guide provides a clear, step-by-step approach to filling out the Scottrade SF1026 form online. Whether you are opening a Transfer on Death Beneficiary Plan or updating your existing beneficiary information, this guide will support you in completing the form accurately and efficiently.
Follow the steps to fill out the Scottrade SF1026 online.
- Press the ‘Get Form’ button to obtain the form and open it in your document editor.
- Begin by filling out Section 1, 'TOD Beneficiary Plan Information.' Choose whether you are registering for a new plan or submitting changes to an existing plan. Provide the account title, Scottrade OptionsFirst brokerage account number, address, and select the account type.
- In Section 2, 'Primary Beneficiary Designation,' specify the beneficiaries of your account assets. Input each beneficiary's name, social security or tax ID number, address, relationship to you, date of birth, and designated percentage of the assets. Ensure the percentages add up to 100%.
- If a primary beneficiary does not survive you, indicate how their share should be handled in Section 3, 'Disposition of Deceased Primary Beneficiary Assets.' Choose between having the share go to remaining beneficiaries, your estate, or contingent beneficiaries you designate in Section 4.
- In Section 4, 'Contingent Beneficiary Designation,' if applicable, fill out the names and details of your contingent beneficiaries, including their designated percentages.
- Section 5 requires you to address the distribution of assets to any minor beneficiaries. Select whether none are minors, wish to transfer assets to custodial accounts, or are willing to accept court supervision for their assets.
- If you are married and your spouse is not a joint account holder or named beneficiary, complete Section 6, 'Spousal Consent,' and have your spouse sign and date this section.
- Finally, sign and date the form in the designated areas. For joint accounts, ensure all account holders sign.
- Once completed, review the form for accuracy before saving, downloading, printing, or sharing it as needed.
Complete your Scottrade SF1026 form online today to ensure your beneficiary designations are accurately recorded.
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Your Scottrade account has been integrated into TD Ameritrade following the acquisition. You can view your account details and manage your investments by logging into the TD Ameritrade platform. This transition under Scottrade SF1026 ensures that you retain all your account information and can enjoy an upgraded trading experience.
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