Mutual Fund IRA Beneficiary Change

Complete this form to change your beneficiary for your Mutual Fund IRA.

Mutual Fund IRA Beneficiary Designation (PDF)

Frequently Asked Questions

  • What is the difference between Primary and Contingent beneficiaries?
  • Can I name a trust or children as beneficiaries?
  • I have more than two primary beneficiaries; do I need to submit multiple forms?

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