Beneficiary Letter Sample Form PDF Details

When you are appointed as a beneficiary to someone's estate, you will likely receive a letter from the executor of the estate with details about the deceased's assets and your role as beneficiary. The letter will also include information on how to claim these assets. If you are named as the beneficiary of an IRA or other retirement account, there may be specific instructions on how to proceed. This letter sample form can provide you with some guidance on what to expect when you receive this communication from the estate executor. The specifics of each beneficiary letter may vary depending on the individual case, but there are some general information that is typically included in this document. For example, the letter will list out all of the assets that have been left to you,

QuestionAnswer
Form NameBeneficiary Letter Sample Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesauthorization letter for beneficiary, beneficiary letter printable, letter of beneficiary, how to write a beneficiary letter

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Merrill Lynch

P.O. Box 1528

Pennington, NJ 08534 - 0689

Letter of Authorization - Action Required

Account Number: ____________________

This letter is regarding the distribution to the beneficiaries of _______________________________________

and may be used as my Letter of Authorization to make the appropriate distribution of the funds in the above referenced account (the “Account”). The following are the designated beneficiaries of the Account and the percentage of Account funds that each beneficiary is entitled to receive:

Beneficiary Name:

Beneficiary Percentage (%):

____________________________________

_______________

____________________________________

_______________

____________________________________

_______________

Please indicate how you would like to receive your distribution share (check one):

Mail check made payable to me for my portion of the Account as Beneficiary to the address indicated below (only available if Account funds are already in cash or invested in money market accounts)

Transfer to my Merrill Lynch account: # _______________________

Transfer to my bank or financial institution: * Bank/Financial Institution Name _____________

Account Number ________________________

*Broker Transfer Paperwork from the gaining bank is required and must be submitted with this request. Contact your financial institution and request Transfer Papers.

Merrill Lynch may liquidate a portion of the securities in the Account if there is not enough cash available to cover the cost of transferring the securities.

Register and Ship Securities in my name to the address below.

There is a $50.00 fee per security name; I authorize Merrill Lynch to deduct from my portion of the Account that amount necessary to register securities in my name. Merrill Lynch also may liquidate a portion of the securities in the Account if there is not enough cash available to cover the cost of registration of securities.

Please note this Account must be closed; we cannot remove or add any names to this Account. We cannot liquidate any assets inside of the Account. If you wish to open a new account to maintain the assets at Merrill Lynch you can do so by contacting the Merrill Lynch New Accounts department at

1-888-657-8278, Option 1 (please mark the appropriate box above for transferring funds into your new Merrill Lynch account and provide the new account number above).

Name: ___________________________________

Address: ______________________________________________

City/State/Zip: __________________________________

SS# / EIN#: _______________________________

Phone Number ______________________________

Signature of Beneficiary: _______________________________________

State of _________________ County of _______________________

The foregoing instrument was acknowledged before me this ________ day of _____________________,

______________________________ Beneficiary

______________________________ Notary Public

 

______________________________ My commission expires.

TODLOA-1009

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This form will need particular data to be filled out, thus ensure you take some time to fill in precisely what is expected:

1. When submitting the how to write a beneficiary letter, be certain to include all needed blank fields within the corresponding part. It will help expedite the work, allowing for your information to be handled fast and properly.

The right way to fill in letter of beneficiary part 1

2. Soon after filling in the previous step, head on to the next step and complete the essential details in these blanks - Account Number Broker Transfer, cid Register and Ship Securities, There is a fee per security name, Please note this Account must be, State of County of , and Signature of Beneficiary .

letter of beneficiary completion process outlined (stage 2)

It's very easy to make a mistake while completing your State of County of , for that reason make sure to take a second look before you'll finalize the form.

3. The following step is related to Please note this Account must be, State of County of , Signature of Beneficiary , and TODLOA - complete every one of these fields.

letter of beneficiary writing process described (part 3)

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