How Can My Beneficiary Claim the Account?

Investor Account Help: Transactions

IRA Accounts
Your beneficiary must complete and submit:           

If the shareholder was 70½ or older, passed away in the current year, and was not in a Roth IRA, you will need to tell us how to handle the Required Minimum Distribution on the IRA Beneficiary Claim Request Form. It is your beneficiary’s responsibility to determine if the RMD has been met for the year. Please consult a tax advisor for more information.


Regular Accounts
Your beneficiary must complete and Submit:

Forms should be mailed to the address on the form or find it at Contact Us.


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