Edward Jones Account Form PDF Details

Entering the realm of financial planning and management, individuals often encounter a variety of documents that are essential for ensuring the safety, growth, and proper distribution of their assets. Among these, the Edward Jones Trust Company Individual Retirement Account Authorization Form and Beneficiary Designation stands out as a pivotal tool for those investing in retirement accounts. This form, designed to facilitate the process of establishing and specifying the terms of an Individual Retirement Account (IRA), encompasses sections ranging from account holder information to beneficiary designations. It caters to different types of IRAs, such as Traditional, Roth, and Inherited IRAs, thereby accommodating a broad spectrum of retirement planning needs. Account holders are required to provide detailed personal information, choose the type of account that best suits their retirement goals, and, significantly, designate primary and contingent beneficiaries to ensure that their assets are distributed according to their wishes after their passing. Additionally, the form includes declarations regarding the account holder's understanding and acceptance of the account's terms, as well as a section on spousal consent, which is critical for those residing in community property states. The form encapsulates the essence of forward-thinking financial planning, enabling individuals to make informed decisions about their retirement savings and the legacy they wish to leave behind.

QuestionAnswer
Form NameEdward Jones Account Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesedward jones forms, edward beneficiary designation, edward jones authorization beneficiary, edward jones change of beneficiary form

Form Preview Example

Edward Jones Trust Company Individual Retirement Account Authorization Form and Beneiciary Designation

A. Account Holder Information

Name:

Address:

City:

State:

ZIP:

 

 

 

Date of Birth (DOB)/Trust:

Social Security Number (SSN)/Tax ID:

 

 

 

 

B. Type of Account (Indicate one)

Traditional IRA

Roth IRA

 

 

 

Inherited IRA:

No (Skip to Section C)

Yes (Answer the following)

 

 

Deceased Individual’s Name:

 

Deceased’s DOB:

Deceased’s Date of Death (DOD):

Deceased’s SSN:

C. Beneiciary Designations

Primary Beneiciary Designations

Primary A

Name:

 

Relationship to Account Holder:

Percentage

Address:

City:

State:

ZIP:

 

 

 

 

 

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

 

 

 

Primary B

Name:

 

Relationship to Account Holder:

Percentage

Address:

City:

State:

ZIP:

 

 

 

 

 

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

 

 

 

Primary C

Name:

 

Relationship to Account Holder:

Percentage

Address:

City:

State:

ZIP:

 

 

 

 

 

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

 

 

 

Primary D

Name:

 

Relationship to Account Holder:

Percentage

Address:

City:

State:

ZIP:

 

 

 

 

 

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

TRU-7791-A rev. FEB 2013

Page 1 of 2

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Contingent Beneiciary Designations

Contingent

Name:

 

Relationship to Account Holder:

to Primary:

 

 

 

 

Address:

City:

State:

ZIP:

________

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

 

 

 

Contingent

Name:

 

Relationship to Account Holder:

to Primary:

 

 

 

 

Address:

City:

State:

ZIP:

________

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

 

 

 

Contingent

Name:

 

Relationship to Account Holder:

to Primary:

 

 

 

 

Address:

City:

State:

ZIP:

________

 

 

 

 

 

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

 

 

 

Contingent

Name:

 

Relationship to Account Holder:

to Primary:

 

 

 

 

Address:

City:

State:

ZIP:

________

 

 

 

 

 

%

Tax ID/SSN:

DOB:

Telephone:

 

 

 

 

 

 

D. Account Holder’s Acceptance:

1.Underpenaltiesofperjury,IcertifythatthenumbershownonthisformismycorrectTaxpayerIdentiicationNumber.

2.I have received, read and understand the Edward Jones Trust Company Individual Retirement Account Trust Agreement applicable to the type of account indicated above and agree to its terms. I have received, read and understand the Individual Retirement Account (Trust) Disclosure Statement and Appendix applicable to the type of account indicated above and the Edward Jones Trust Company Disclosures and Fee Schedule.

3.THE EDWARD JONES TRUST COMPANY INDIVIDUAL RETIREMENT ACCOUNT TRUST AGREEMENT CONTAINS A BINDING ARBITRATION PROVISION, WHICH MAY BE ENFORCED BY THE PARTIES (PAGE 5, ARTICLE VIII, SECTION 15 OF THE TRADITIONAL IRA TRUST AGREEMENT AND PAGE 5, ARTICLE IX, SECTION 15 OF THE ROTH IRA TRUST AGREEMENT).

Signature of Account Holder

Date

 

 

Signature of Edward Jones Trust Company Representative

Date

E. Beneiciary Designation – Spousal Consent

The Spousal Consent must be completed if a married Account Holder currently lives or previously lived in a community property state at any time during the marriage and does not name his/her spouse as 100% primary beneiciary.

I represent that I (a) am the spouse of the Account Holder (“the Account Holder’s Spouse”); (b) am familiar with the assets contained in the

Account;(c)consenttoandjoinintheAccountHolder’sdesignationoftheBeneiciaryorBeneiciariesoftheAccount;(d)convey,upondeath

oftheAccountHolder,myinterestinthecommunityormaritalpropertytothedesignatedbeneiciary(ies);and(e)agreenottomakeanyclaim

againsttheBeneiciary(ies)oragainstEdwardJonesTrustCompanyasaresultofthedistributionofanyassetsintheAccountpursuanttothe

termsoftheAccountHolder’sbeneiciarydesignation.

Signature of Spouse

Print Spouse’s Name

Date

Witness for Spouse’s Signature:

Signature of Witness

Print Witness’s Name

Date

TRU-7791-A rev. FEB 2013

Page 2 of 2

w w w. e dwa r d j o n e s . c o m / t r u s t c o m p a ny

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It is actually an easy task to complete the form using out detailed guide! This is what you want to do:

1. Begin completing your edward jones beneficiary form with a group of essential fields. Note all of the important information and make certain there's nothing missed!

edward jones transfer on death agreement completion process outlined (step 1)

2. Once your current task is complete, take the next step – fill out all of these fields - Primary B Percentage, Name, Address, City, Tax IDSSN DOB, Primary C Percentage, Name, Address, City, Tax IDSSN DOB, Primary D Percentage, Name, Address, City, and Tax IDSSN DOB with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Completing section 2 in edward jones transfer on death agreement

3. This subsequent segment is considered pretty uncomplicated, Contingent Beneiciary Designations, Contingent to Primary, Name, Address, City, Tax IDSSN DOB, Contingent to Primary, Name, Address, City, Tax IDSSN DOB, Contingent to Primary, Name, Address, and City - all these form fields has to be filled out here.

edward jones transfer on death agreement writing process explained (stage 3)

In terms of City and Contingent to Primary, be certain you get them right in this section. The two of these are thought to be the key fields in the form.

4. The following part requires your attention in the following places: BINDING ARBITRATION PROVISION, Signature of Account Holder, Signature of Edward Jones Trust, Date, Date, E Beneiciary Designation Spousal, Signature of Spouse, Print Spouses Name, Date, and Witness for Spouses Signature. Be sure that you fill in all of the requested information to move further.

Stage no. 4 in submitting edward jones transfer on death agreement

5. While you come near to the last sections of your form, you will find a few more requirements that must be met. Specifically, Witness for Spouses Signature, Signature of Witness, Print Witnesss Name, Date, TRUA rev FEB, Page of, and w w w e dwa r d j o n e s c o m must all be filled in.

edward jones transfer on death agreement conclusion process explained (part 5)

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