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This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.
- Beneficiary Designation Form
This form may be used to designate one or more beneficiaries...
- Beneficiary Designation Form
Learn how to add beneficiaries to your IRA with Vanguard. Explore the steps and benefits of designating beneficiaries to secure your retirement assets.
This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account. To designate beneficiaries for a Qualified Retirement Plan (QRP), use the Qualified Retirement Plan (QRP)/Individual 401(k) Beneficiary Designation Form.
Use this form to add or change the beneficiaries of your Fidelity IRA (including Traditional, Rollover, SEP, SIMPLE, Roth, and Inherited IRA) or Fidelity HSA account(s). Do NOT use this form for nonretirement or Defined Contribution Retirement Plan accounts.
Use this process to add or change the beneficiaries for either your retirement or nonretirement account. Please allow 5-7 business days for processing after we receive your form. Confirm the last legal address of a deceased Vanguard Brokerage Services® client if you're the executor of the estate.
26 Αυγ 2024 · A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.
This form should be used to designate a beneficiary for your JPMorgan Funds IRA account. If you wish to designate a beneficiary for your non-qualified account please use the Transfer on Death form. Please complete, sign and return this form to JPMorgan Funds, PO Box 219143, Kansas City, MO 64121-9143.
