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Retirement Account Designation of Beneficiary Form - US Global

Retirement Account Designation of Beneficiary Form - US Global 2026

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The document is a beneficiary designation form for U.S. Global Investors custodial IRA or 403(b) accounts, allowing account holders to specify primary and contingent beneficiaries for their accounts. It includes sections for personal information, beneficiary details, and spousal consent if applicable. The form emphasizes the need for the account holder's signature and outlines the process for submitting the form to ensure proper beneficiary designation.

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How to use or fill out Retirement Account Designation of Beneficiary Form - US Global

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Account Information' section. Provide your full name, Social Security Number, email address, and phone numbers. Ensure that your date of birth is included as it is required.
In the 'Designation of Beneficiaries' section, clearly list your primary beneficiaries. Include their full names, birth dates, relationship to you, and Social Security Numbers. If applicable, indicate the percentage of distribution for each beneficiary.
If you are naming a trust as a beneficiary, check the appropriate box and attach the necessary pages from the trust agreement.
Complete the 'Signature(s)' section. If married and not naming your spouse as a primary beneficiary, ensure they sign for consent. Finally, sign and date the form.

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How to fill out a beneficiary designation?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

Do I have to fill out a beneficiary designation form?

How to Fill Out AIG Change of Beneficiary Form Start with the section titled Existing Policy Information. Fill in Insured Name(s) and SSN/ITIN or EIN. Continue filling in your Owner Name and SSN/ITIN or EIN. Input your Address, Primary Phone, and Alternate Phone. Enter your Email Address.

What should I write in beneficiary?

Typically, youll want to name your spouse, children, or other financial dependents as your beneficiaries. However, you may also consider naming siblings, other family members, a friend, or even a nonprofit organization, trust, or your estate to inherit your account.

How to fill out beneficiary designation form?

A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.

How to fill up a beneficiary form?

5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!) Name an Individual (Primary Beneficiary and Contingent Beneficiary) Best for: naming a spouse, children, or other loved ones. Divide Among Multiple Individuals. Name Your Trust as the Beneficiary. Name a Charity. Mix and Match!

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