Edward jones beneficiary designation form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Account Holder Information section. Enter your name, address, city, state, ZIP code, date of birth, and Social Security Number (SSN) or Tax ID.
3. Indicate the type of account you are designating beneficiaries for. Choose between Inherited IRA, Traditional IRA, or Roth IRA. If applicable, provide details about the deceased individual if you selected 'Yes' for Inherited IRA.
4. In the Beneficiary Designations section, list your primary beneficiaries. For each beneficiary, include their name, address, percentage of assets they will receive, and their SSN or Tax ID.
5. Complete the Contingent Beneficiary Designations if desired. This section allows you to specify alternate beneficiaries should your primary choices not be available.
6. Review and sign the Account Holder’s Acceptance section to certify that all information is accurate and that you understand the terms outlined in the agreement.
7. If applicable, have your spouse complete the Spousal Consent section to acknowledge their understanding and agreement regarding beneficiary designations.

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