Edward Jones TRU-7791-A 2013-2024 free printable template

Edward Jones requires all account holders to file a beneficiary form. This form is used to designate who should receive the assets in the account in the event of the account holder's death.

The Edward Jones Beneficiary Form is used to designate a beneficiary or beneficiaries of your account assets after your death. The form is used to ensure that your assets are distributed to your desired beneficiary or beneficiaries in accordance with your wishes.

The deadline to file Edward Jones beneficiary forms in 2023 will depend on the specific details of the policy. Generally, beneficiaries must be designated by the policyholder and the form must be completed and submitted to the company within 30 days of the policyholder's death.

The penalty for the late filing of an Edward Jones beneficiary form depends on the type of account held and the financial institution in question. Generally, the penalty for late filing of a beneficiary form will include a fee for processing the form and a delay in the release of funds. Contact Edward Jones directly for more information about specific penalties for late filing.

Edward Jones beneficiary form is a legal document that allows an account holder of an Edward Jones investment account to designate a beneficiary or beneficiaries to receive the assets of the account in the event of their death. This form ensures that the account holder's intentions regarding the distribution of their assets are clearly stated and legally binding. The beneficiaries designated on the form will inherit the assets directly, bypassing the probate process.

To correctly fill out an Edward Jones beneficiary form, follow these steps: 1. Obtain the beneficiary form: You can request a beneficiary form from your Edward Jones financial advisor or download it from the Edward Jones website. 2. Provide your personal information: Begin by entering your full name, address, phone number, and Social Security number at the top of the form. 3. Identify the account: Indicate the specific investment or account for which you are naming beneficiaries. This could be an individual investment account, retirement account (e.g., IRA, 401(k)), or life insurance policy. 4. Specify primary beneficiaries: Enter the names, relationship to you (e.g., spouse, child, sibling), Social Security numbers, dates of birth, and contact information for your primary beneficiaries. You can typically designate multiple primary beneficiaries and specify the percentage of assets each will receive. 5. Designate contingent beneficiaries: Provide the same information as step 4 for your contingent beneficiaries. Contingent beneficiaries only inherit assets if all primary beneficiaries predecease you or are unable to claim the assets. 6. Decide on distribution: Depending on your preferences, you may choose to distribute assets equally among primary beneficiaries or allocate specific percentages to each. The total percentages assigned should add up to 100%. 7. Sign and date: Sign and date the form at the bottom. Some beneficiary forms may require a witness or a notary public to validate your signature, so be sure to follow any additional instructions provided. 8. Submit the form: Return the completed beneficiary form to your Edward Jones financial advisor or as instructed by the company. Keep a copy for your records. It's important to review and update your beneficiary designations periodically, particularly after significant life events such as marriage, divorce, the birth of a child, or the death of a beneficiary. Consulting with a financial advisor or estate attorney may help ensure your beneficiary designations align with your overall estate plan.

When filling out a beneficiary form for Edward Jones, the following information must typically be reported: 1. Account holder information: Name, address, social security number, and contact details of the account owner. 2. Beneficiary information: Name, address, social security number, and contact details of each beneficiary. 3. Relationship to the account holder: Indicate the relationship between the account holder and each beneficiary (e.g., spouse, child, sibling, friend). 4. Percentage allocation: Specify the percentage or fraction of the account to be distributed to each beneficiary. The total percentage should add up to 100%. 5. Contingent beneficiary information: If desired, provide details of alternate or contingent beneficiaries who would receive the proceeds if the primary beneficiaries are unable to receive them. 6. Signature: The account holder must sign and date the beneficiary form to confirm its accuracy and validity. It's important to note that specific requirements and forms may vary depending on the type of account, local regulations, and Edward Jones policies.

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