Mutual Fund IRA Beneficiary Change

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

Mutual Fund IRA Beneficiary Designation (PDF)
[A11750]

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?

Search for a form by keyword

Search

Forms by Form Number