Ira Beneficiary Claim Form Page 3
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4G. BANKING INSTRUCTIONS
Please complete this section if you wish to transfer funds electronically to your bank.
____________________________________________________________________________________________________________________________
Bank Account Registration
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__________________________________________________________
Name of Banking Institution
Telephone Number of Banking Institution
________________________________________________________
__________________________________________________________
ACH Routing Number
Bank Account Number
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________________________________________________________
Please Indicate:
Checking
Savings
WIRE Routing Number (If different than ACH routing number)
Please tape a voided check here.
The Check must be imprinted with:
The name of the Banking Institution
Name of Bank Account Owners
Address of Banking Institution
Encoded Bank Account Number
Please Note: Starter checks or mutual fund/investment checks are not acceptable.
If you do not have a personalized check please call Investor Services.
H. ADDITIONAL INSTRUCTIONS
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