Form Ira/403(B)(7) - Custodial Account - Change Of Beneficiary
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IRA and 403(b)(7) Custodial Account
Your Global Investment Authority
PIMCO Funds
A AND C SHARE CLASSES
The following form may be used only to designate a beneficiary(ies) or
Contact Information:
Phone: 800.426.0107
to change a designation of beneficiary(ies) for a PIMCO Funds Individual
Website:
Retirement Account (IRA) or 403(b)(7) Custodial Account for which Boston
Financial Data Services, Inc. serves as transfer agent for the Custodian. The
Direct Mail:
PIMCO Funds
designation must be received by Boston Financial Data Services, Inc. as
P.O. Box 55060
agent for the Custodian, and replaces any previously submitted beneficiary
Boston, MA 02205-5060
designation including the designation contained in the Account Application
Overnight Mail:
establishing the IRA or 403(b)(7) Custodial Account. This form may be used
PIMCO Funds
c/o Boston Financial Data Services, Inc.
for individual and spousal IRAs (each spouse must complete a separate
30 Dan Road
designation form), Roth IRAs, Rollover IRAs, SEP IRAs, SAR-SEPs, SIMPLE IRAs
Canton, MA 02021-2809
and 403(b)(7) Custodial Accounts.
1. Account Information
I hereby revoke any beneficiary designations previously made under my PIMCO Funds IRA or 403(b)(7) Custodial Account, and make the
beneficiary designation set forth below under my State Street Bank and Trust Company Custodial Account Agreement.
Type of Retirement Account
Traditional
Roth
Rollover
SEP
SAR-SEP
SIMPLE
403(b)(7) Custodial Account
Name (First, Middle Initial, Last) _____________________________________________________________________________________
Date of Birth (mm/dd/yyyy)_______ / _______ / __________ Daytime Telephone Number (
) _______________________________
Account Number(s) _______________________________________________________________________________________________
Address ________________________________________________________________________________________________________
Suite/Apt. No.
City _____________________________________________________________________State ______________ ZIP Code ___________
PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY, 10019 is a company of PIMCO.
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