Home
Forms Library
Retirement Account Designation of Beneficiary Form - US Global

Retirement Account Designation of Beneficiary Form - US Global 2025

Retirement Account Designation of Beneficiary Form - US Global Preview on Page 1

See details

4.9 out of 5

60 votes

The document is a 'Retirement Account Designation of Beneficiary Form' for U.S. Global Investors custodial IRA or 403(b) accounts. It allows account holders to designate or change beneficiaries for their accounts, ensuring that assets are distributed according to their wishes upon death. The form requires personal information, beneficiary details, and signatures, including spousal consent if applicable. It cannot be used for Coverdell Education Savings Accounts.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to edit Retirement Account Designation of Beneficiary Form - US Global in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our feature-rich and intuitive PDF editor is straightforward. Follow the instructions below to fill out Retirement Account Designation of Beneficiary Form - US Global online easily and quickly:

Sign in to your account. Log in with your email and password or register a free account to test the product before choosing the subscription.
Upload a document. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Retirement Account Designation of Beneficiary Form - US Global. Effortlessly add and underline text, insert images, checkmarks, and signs, drop new fillable fields, and rearrange or delete pages from your document.
Get the Retirement Account Designation of Beneficiary Form - US Global accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to promptly handle your documentation online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is SF 3102 used for beneficiaries?

If any portion of your service was under the Federal Employees Retirement System, use Standard Form (SF) 3102. This Designation of Beneficiary form is used to designate who is to receive a lump-sum payment which may become payable after your death.

What are beneficiary designations examples?

What is beneficiary designation? Surviving spouse. Child under the age of 18. Individual with a disability. Individual who is chronically ill. Individual within 10 years of age of the deceased.

Who should I not name as a beneficiary?

Other Risky Beneficiary Choices to Avoid Estranged relatives or former spouses Family relationships can be complicated, so think carefully if an estranged relative or ex-spouse really aligns with your wishes. Pets Pets cant legally own property, so naming them directly as beneficiaries is problematic.

Should my child be primary or contingent beneficiary?

If you want the kids to be first in line, use primary. The joint account owner will retain ownership before beneficiaries.

How do I 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.

How to fill out a designation of beneficiary form?

Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word trustee, or if you cannot provide a trustee, ETF may accept another contact person. The trustees address.

What is an SF 2823 form for?

SF 2823, Designation For FEGLI Determines how proceeds from the life insurance are distributed. fill/sf2823.

What is a 401k beneficiary designation form?

A Designation of Beneficiary form should be completed and properly executed by each Participant in the Plan. This form provides direction to the Administrator about the distribution of a Participants account balance in the event of the Participants death.

Retirement Account Designation of Beneficiary Form - US Global 2025

Here's how it works