H t St t f T bl How to Stay out of Trouble with Local and State Tax 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Investor Information section. Enter your first name, middle initial, last name, account number, and social security number. If this change applies to all registered accounts under your Social Security Number, check the corresponding box.
3. Proceed to the Beneficiary Information section. Here, you can designate primary beneficiaries by providing their names, dates of birth, addresses, social security numbers, percentage of inheritance, and relationship to you. If more space is needed, attach a separate piece of paper.
4. If applicable, complete the Secondary Beneficiary section in the same manner as the primary beneficiaries.
5. For spousal consent (if required), ensure your spouse signs and dates the form if you have named someone other than them as a primary beneficiary.
6. Finally, sign and date the form in the Signature section. If you are a guardian signing for a minor owner, indicate your relationship clearly.

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