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How to use or fill out acorns beneficiary with our platform
- Click ‘Get Form’ to open the acorns beneficiary form in the editor.
- Begin by entering your account information. Fill in your first name, last name, social security number or account number, and phone number.
- Next, designate your beneficiary. Provide their full name, street address, date of birth (MM/DD/YYYY), social security number or tax ID number, relationship to you, and phone number.
- Review the disclosures section carefully. This outlines important legal information regarding the transfer of assets upon your death.
- Finally, sign and date the form at the bottom. Ensure that you affirm all statements regarding beneficiary designations and understand the terms of this agreement.
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