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After hours? Click to submit an inquiry.
Contact Us: 888-386-3785.
8:00 a.m. - 7:00 p.m. Central Time
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Add or Update a Transfer on Death Beneficiary
For regular taxable accounts the type of beneficiary that you can list is referred to as a Transfer on Death (TOD) or Paid on Death (POD) beneficiary. In the event something was to happen to the account owner(s), the TOD/POD may help that named individual avoid the probate process.
· All Beneficiary changes must be signed and sent in with the form below
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I would like to…
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Instructions and Forms I need…
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Add or Update beneficiaries on my taxable account
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To add or update your beneficiaries, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
One Signer
Two Signers
Spousal Consent Required
If you prefer to print the Beneficiary Designation Form and mail it to us, please click here. This link will initiate a DocuSign experience that allows you to complete the form and then print, sign, and mail to us.
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· You will receive a confirmation once the form is received in good order to add beneficiaries, a confirmation is not generated when updating beneficiaries
· If this is a joint account, both owners need to sign (You cannot have an account owner name as a TOD/POD)
· If a trust will be designated as a beneficiary, we require a copy of the trust agreement
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 888-386-3785 or visit https://www.investaaa.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Iman Fund and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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