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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 Change a Beneficiary on your IRA
Keeping your beneficiaries up to date may help them avoid probate in the unfortunate event something was to happen to the account owner(s) as well as ensuring that your wishes for your estate are met.
· 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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What else I need to know…
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Add or Update my beneficiaries on my IRA
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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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· 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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