Ira Beneficiary Update - Scottrade
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1*SF2113*
IRA BENEFICIARY UPDATE
SF2113/11-15
The term "IRA" will be used below to mean Traditional IRA, Roth IRA and SIMPLE IRA, unless otherwise specified.
IRA HOLDER'S NAME AND ADDRESS
IRA TRUSTEE'S OR CUSTODIAN'S NAME AND ADDRESS
Scottrade, Inc.
P.O. Box 31759
St. Louis, MO 63131-0759
IRA
Trustee's or Custodian's
Social Security
Date of Birth
Home Phone
Type of IRA
Account Identification
Phone Number
Number
Traditional IRA
Roth IRA
SIMPLE IRA
DESIGNATION OF BENEFICIARY(IES)
NAME/RENAME BENEFICIARY(IES) - I designate the individual(s) or entity named below as my primary and/or contingent beneficiary(ies) of this IRA and
hereby revoke all prior beneficiary(ies) designations, if any, made by me.
If neither primary nor contingent is indicated, the individual or entity will be deemed to be a primary beneficiary. If more than one primary beneficiary is
designated and no distribution percentages are indicated, the beneficiaries will be deemed to own equal share percentages in the IRA. Multiple contingent
beneficiaries with no share percentage indicated will also be deemed to share equally. If any primary or contingent beneficiary dies before me, his or her
interest and the interest of his or her heirs will terminate completely, and the percentage share of any remaining beneficiary(ies) will be increased on a pro rata
basis. If no primary beneficiary(ies) survives me, the contingent beneficiary(ies) will acquire the designated share of my IRA. If no death beneficiaries are
named, my estate will be my beneficiary.
Social Security
Primary or
No.
Beneficiary’s Name and Address
Date of Birth
Relationship
Share
Number
Contingent
%
%
Primary
1.
Contingent
%
Primary
2.
Contingent
%
Primary
3.
Contingent
%
Primary
4.
Contingent
SPOUSAL CONSENT
SIGNATURES
This section should be reviewed if either the trust or the residence of the IRA
I understand that I may change or add beneficiaries at any time by
holder is located in a community or marital property state and the IRA holder is
completing and delivering the proper form to the trustee or custodian.
married. Due to the important tax consequences of giving up one's community
The trustee or custodian has provided no tax or legal advice to me
property interest, individuals signing this section should consult with a competent
regarding my beneficiary designations.
tax or legal advisor.
CURRENT MARITAL STATUS
I Am Not Married – I understand that if I become married in the future,
I must complete a new IRA Designation of Beneficiary form.
I Am Married – I understand that if I choose to designate a primary
beneficiary other than my spouse, my spouse must sign below .
I am the spouse of the above-named IRA holder. I acknowledge that I have
received a fair and reasonable disclosure of my spouse's property and
financial obligations. Due to the important tax consequences of giving up
my interest in this IRA, I have been advised to see a tax professional.
I hereby give the IRA holder any interest I have in the funds or property
deposited in this IRA and consent to the beneficiary designation(s)
indicated above. I assume full responsibility for any adverse consequences
that may result. No tax or legal advice was given to me by the trustee or
custodian.
(IRA Holder)
(Date)
(Authorized Signature of Custodian)
(Date)
(Signature of Spouse)
(Date)
Signature Page
ID
Signature Verification via
Application
Associate Initials
Scottrade, Inc. - Member
FINRA
and
SIPC
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