Form 3993 - Ameriprise Financial-2026

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The document is an IRA Designation of Beneficiary form for accounts held by Ameriprise Trust Company. It outlines the process for designating beneficiaries for various types of IRAs, revoking previous designations, and includes options for primary and secondary beneficiaries. The form also addresses special beneficiary restrictions, consent requirements from spouses in community property states, and instructions for naming minor beneficiaries. Overall, it serves to ensure that IRA owners can clearly specify how their assets will be distributed upon their death.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Part 1, which includes your IRA Owner & Plan Information. Enter your name and select the applicable IRA plan types, ensuring you provide the unique Plan ID Number for each plan.
In Part 2, designate your beneficiaries by selecting one of the options A-F. Be sure to provide complete addresses for all non-immediate family members or organizations named.
If any beneficiary is a minor, complete Part 3 by naming a custodian under the UTMA for that beneficiary.
In Part 4, if you wish to elect a Special Beneficiary Restriction (SBR), check the appropriate box and follow the instructions provided.
Complete Part 5 by indicating your marital status and obtaining consent from your spouse if required.
Finally, sign and date the form in Part 6 to finalize your beneficiary designations.

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