Non-Retirement Account Change of Ownership Form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Existing Account Information' section. Enter the current owner's name, mailing address, and account details including the existing fund name and account number.
3. In the 'Transfer Instructions' section, specify whether you want to transfer all shares or partial shares. If transferring partially, indicate the dollar amount, number of shares, or percentage of the account.
4. Next, provide 'New Owner Information'. Fill in the new owner's name and address. Indicate if they have an existing account or are opening a new one.
5. Complete the 'Reason for Transfer' section by selecting an appropriate reason and providing any necessary details such as dates for gifts or deaths.
6. Sign in the 'Signature(s)' section to authorize the transfer. Ensure that all required signatures are included.
7. If applicable, include any required documentation as outlined in Section 7 before submitting your form.

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