Ira Brokerage Account Application - Scottrade Form Page 2
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4DISTRIBUTION METHOD
(select one)
Do not complete for Coverdell or Inherited IRAs, additional forms required; skip to Investment Advisor Account Access and Advisor Fee Authorization Section.
Per Capita - please indicate your primary beneficiaries and include contingent beneficiaries, if applicable. In a per capita designation, if any primary
or contingent beneficiary dies before you, his or her interest will terminate completely, and the percentage share of any remaining surviving beneficiary(ies)
will be increased on a pro rata basis. If no primary beneficiary(ies) survives you, the contingent beneficiary(ies) will acquire the designated share of your
IRA. If no death beneficiaries are named, your estate will be your 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.
Per Stirpes - please provide your primary beneficiaries and complete the Trusted Agent Designation below. In a per stirpes designation, if a primary
beneficiary dies before you, upon your death, the predeceased beneficiary's share will pass to his or her descendants. Please note that the definition of per
stirpes in this form may differ from the definition of per stirpes under your state's laws and/or your will or trust. 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. These designations
will remain in effect until changed or cancelled by you.
I elect not to designate beneficiaries at this time and understand that I may designate beneficiaries at a later date. At the time of your death, if no
beneficiaries are named, the account holder's estate will be the beneficiary.
DESIGNATION OF PRIMARY BENEFICIARY(IES)
Do not complete for Coverdell or Inherited IRAs
PRIMARY BENEFICIARY(IES) - I designate the individual(s) or entity named below as my primary beneficiary(ies) of this IRA and hereby revoke all prior
beneficiary(ies), if any, made by me. Per stirpes is available for individual beneficiaries only.
No.
Beneficiary's Name and Address
Date of Birth
Social Security Number
Relationship
Share %
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**If additional primary beneficiaries are named, please fill out another page two and include it with this request.**
DESIGNATION OF CONTINGENT BENEFICIARY(IES) (Per Capita Only)
(Contingent beneficiaries will inherit assets only if there are no surviving primary beneficiaries or per stirpes heirs indicated at the time of death of the account holder).
Do not complete for Coverdell or Inherited IRAs.
CONTINGENT BENEFICIARY(IES) - I designate the individual(s) or entity named below as my contingent beneficiary(ies) of this IRA and hereby revoke all
prior beneficiary(ies), if any, made by me.
No.
Beneficiary's Name and Address
Date of Birth
Social Security Number
Relationship
Share %
1
2
3
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5
**If additional contingent beneficiaries are named, please fill out an additional page two and include it with this request.**
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