IRA CHANGE OF BENEFICIARY FORM - Huntington Funds 2026

1. Click ‘Get Form’ to open the IRA Change of Beneficiary Form in the editor.
2. Begin with Part I: Fill in your personal information, including your name, taxpayer ID number, date of birth, physical address, primary phone number, citizenship status, and email address.
3. Move to Part II: Enter your IRA account or plan number. Remember that this designation supersedes all prior beneficiary designations.
4. In Part III: Designate your beneficiaries. Specify if they are Primary or Contingent and provide their share percentage, relationship to you, taxpayer ID number, name, date of birth, and residence address.
5. If applicable, complete Part IV for spousal consent if you are naming a beneficiary other than your spouse. Ensure both signatures are included.
6. Sign and date the form in Part V to acknowledge the accuracy of the information provided.
7. Finally, follow the mailing instructions in Part VI to send your completed form to Huntington Funds via regular or overnight delivery.

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