Mt Bank Beneficiary PDF Details

Navigating the complexities of securing your financial future and ensuring your assets are appropriately managed after you're gone is crucial. The MT Bank Beneficiary Form stands as a vital tool in this landscape, serving a dual purpose; it allows account holders to designate or change beneficiaries for their Whitebox Mutual Funds IRA accounts. Whether opting for a Traditional IRA, Roth IRA, SEP IRA, or Simple IRA, this form provides flexibility and peace of mind. With the option to appoint both primary and secondary beneficiaries, the account holder can assure a clear path for asset distribution. It meticulously outlines the need for detailed beneficiary information, including the full name, relationship percentage, and contact details, ensuring a seamless process. Additionally, the form takes into account varying circumstances such as changes in marital status and the inclusion of trusts as beneficiaries, underscoring the importance of legal and tax advice in these situations. Completing this form correctly is paramount, as it revokes all previous designations and only acknowledges changes upon receipt and acceptance by Whitebox Mutual Funds. For those looking to navigate their financial planning and legacy, understanding and correctly filling out the MT Bank Beneficiary Form is a step toward ensuring their assets are distributed according to their wishes.

QuestionAnswer
Form NameMt Bank Beneficiary
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesspecify beneficiary in m t bank accou t, m t bank beneficiary form, mand t bank, form of m tbank

Form Preview Example

DESIGNATION/CHANGE OF IRA BENEFICIARY

Use this form to designate and/or change the primary and secondary beneiciaries for your Whitebox Mutual Funds. You may change your beneiciaries at any time. To include additional beneiciaries please complete an additional form.

SECTION 1: Account Type

SECTION 3: Designation/Change of Beneiciary(ies)

 

(continued)

I would like this designation of beneiciary to apply to my Whitebox

Mutual Funds:

q Traditional IRA

q Roth IRA

q SEP IRA

q Simple IRA

If you want to designate different beneiciaries for different account types, please complete a separate form for each.

SECTION 2: Investor Information

Account Number

Owner’s Name (LAST, FIRST, MIDDLE INITIAL)

Owner’s Social Security Number

Date of Birth (MM/DD/YY)

Address of Residence - P.O. Box is not accepted

City, State, Zip Code

Mailing Address - If different from above (P.O. Boxes accepted)

City, State, Zip Code

 

 

(

)

(

)

Day Phone

 

Evening Phone

E-mail Address

SECTION 3: Designation/Change of Beneiciary(ies)

The following individual(s) or entity(ies) shall be my primary and/or contingent beneiciary(ies). If neither primary nor contingent is indicated, the individual or entity will be deemed to be a primary beneiciary. If more than one primary beneiciary is designated and no distribution percentages are indicated, the beneiciaries will be deemed to own equal share percentages in the IRA. Multiple contingent beneiciaries with no share percentage indicated will also be deemed to share equally.

If any primary or contingent beneiciary dies before I do, his or her interest and the interest of his or her heirs shall terminate completely, and the percentage share of any remaining beneiciary(ies) shall be increased on a pro rata basis. If no primary beneiciary(ies) survives me, the contingent beneiciary(ies) shall acquire the designated share of my IRA.

q Primary

q Contingent

 

 

 

Beneiciary’s Name (LAST, FIRST, MIDDLE INITIAL)

 

 

 

Beneiciary’s Social Security Number

Date of Birth (MM/DD/YY)

 

 

Address of Residence - P.O. Box is not accepted

 

 

 

 

City, State, Zip Code

 

 

Mailing Address - If different from above (P.O. Boxes accepted)

City, State, Zip Code

 

 

(

)

(

)

Day Phone

 

Evening Phone

 

 

 

E-mail Address

 

 

 

 

 

%

Relationship

 

Percentage

q Primary

q Contingent

 

 

Beneiciary’s Name (LAST, FIRST, MIDDLE INITIAL)

 

 

Beneiciary’s Social Security Number

Date of Birth (MM/DD/YY)

Address of Residence - P.O. Box is not accepted

City, State, Zip Code

Mailing Address - If different from above (P.O. Boxes accepted)

City, State, Zip Code

 

 

(

)

(

)

Day Phone

 

Evening Phone

 

 

 

E-mail Address

 

 

 

 

 

%

Relationship

 

Percentage

q Primary

q Contingent

 

 

Beneiciary’s Name (LAST, FIRST, MIDDLE INITIAL)

 

 

Beneiciary’s Social Security Number

Date of Birth (MM/DD/YY)

Address of Residence - P.O. Box is not accepted

City, State, Zip Code

Mailing Address - If different from above (P.O. Boxes accepted)

City, State, Zip Code

Whitebox Mutual Funds - DESIGNATION/CHANGE OF IRA BENEFICIARY FORM Page 1

SECTION 3: Designation/Change of Beneiciary(ies)

(continued)

(

)

(

)

Day Phone

 

Evening Phone

 

 

 

E-mail Address

 

 

 

 

 

%

Relationship

 

Percentage

q Primary

q Contingent

 

 

Beneiciary’s Name (LAST, FIRST, MIDDLE INITIAL)

 

 

Beneiciary’s Social Security Number

Date of Birth (MM/DD/YY)

Address of Residence - P.O. Box is not accepted

City, State, Zip Code

Mailing Address - If different from above (P.O. Boxes accepted)

City, State, Zip Code

 

 

(

)

(

)

Day Phone

 

Evening Phone

 

 

 

E-mail Address

 

 

 

 

 

%

Relationship

 

Percentage

Spousal Consent:

This section should be reviewed if either the trust or the residence of the IRA holder is located in a community or marital property state and the IRA holder is married. Due to the important tax consequences of giving up one’s community property interest, individuals signing this section should consult with a competent tax or legal advisor.

CURRENT MARITAL STATUS

qI Am Not Married – I understand that if I become married in the future, I must complete a new IRA Designation/Change Of Beneiciary form.

qI Am Married – I understand that if I choose to designate a primary beneiciary other than my spouse, my spouse must sign below.

CONSENT OF SPOUSE

I am the spouse of the above-named IRA holder. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and inancial obligations. Due to the important tax consequences of giving up my interest in this IRA, I have been advised to see a tax professional.

I hereby give the IRA holder any interest I have in the Fund or property deposited in this IRA and consent to the beneiciary designation(s) indicated above. I assume full responsibility for any adverse consequences that may result. No tax or legal advice was given to me by the Custodian.

Signature of Spouse

Date (MM/DD/YY)

 

 

Signature of Witness

Date (MM/DD/YY)

SECTION 4: Trust Beneiciary(ies)

Complete this section if a trust is one of your primary beneiciaries. Consult your attorney regarding this designation.

Name of Trust

Street or P.O. Box

City, State, Zip Code

Percentage %

Date of Trust

Trust’s Tax Identiication Number

SECTION 5: Signature

I hereby revoke all previous beneiciary designations for my Whitebox Mutual Funds. I understand that I may change my beneiciary at any time and that the change is effective when received in writing and accepted by Whitebox Mutual Funds.

Owner’s Signature

Date (MM/DD/YY)

Please mail completed form to:

 

Mailing Address

Overnight Address

Whitebox Mutual Funds

Whitebox Mutual Funds

P.O. Box 13393

1290 Broadway, Suite 1100

Denver, CO 80201

Denver, CO 80203

If you have any questions, please contact an Investor Service Representative at 1-855-296-2866 or visit www.whiteboxmutualfunds.com.

Whitebox Mutual Funds - DESIGNATION/CHANGE OF IRA BENEFICIARY FORM Page 2

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How to Edit Mt Bank Beneficiary Online for Free

The PDF editor will make completing files trouble-free. It is quite straightforward to update the [FORMNAME] form. Use the following steps if you want to do it:

Step 1: Select the button "Get Form Here" and select it.

Step 2: You can see all the functions which you can take on your template once you have entered the m t bank beneficiary claim form editing page.

You should type in the next details to create the m t bank beneficiary claim form PDF:

stage 1 to completing form of m tbank

Provide the required details in the area Day Phone Evening Phone, Email Address, SECTION DesignationChange of, The following individuals or, If any primary or contingent, q Primary, q Contingent, Beneiciarys Name Last First Middle, Beneiciarys Social Security Number, Date of Birth MMDDYY, Address of Residence PO Box is, City State Zip Code, Mailing Address If different from, City State Zip Code, and Day Phone Evening Phone.

step 2 to entering details in form of m tbank

Indicate the necessary details in SECTION DesignationChange of, SECTION Trust Beneiciaryies, continued, Day Phone Evening Phone, Complete this section if a trust, Email Address, Relationship, q Primary, Name of Trust, Percentage, Street or PO Box, q Contingent, City State Zip Code, Beneiciarys Name Last First Middle, and Percentage Date of Trust field.

Filling out form of m tbank stage 3

Inside the paragraph If you have any questions please, Email Address, Relationship, Percentage, Spousal Consent This section, CURRENT MARITAL STATUS, q I Am Not Married I understand, q I Am Married I understand that, CONSENT OF SPOUSE I am the spouse, and I hereby give the IRA holder any, identify the rights and obligations of the parties.

stage 4 to filling out form of m tbank

Step 3: As soon as you click on the Done button, the final file is easily transferable to all of your devices. Alternatively, you may send it by means of email.

Step 4: Make sure to stay clear of potential misunderstandings by creating at least a couple of duplicates of the document.

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