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To designate different beneficiaries for different account types, please complete a separate form for each.
Account type: Traditional IRA, Roth IRA, SEP IRA or Simple IRA.
Primary or contingent: If neither primary nor contingent is indicated, the individual or entity will be deemed to be a primary beneficiary.
Spousal Consent: Review if the trust or the residence of the IRA holder is located in a community or marital property state and the holder is married.
Trust: Complete this section if a trust is one of your primary beneficiaries. Consult your attorney regarding this designation.
Signature: I hereby revoke all previous beneficiary designations for my Whitebox Mutual Funds.
| Question | Answer |
|---|---|
| Form Name | Whitebox Mutual Funds IRA Beneficiary Designation Form |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 6 min |
| Investor Service Representative | 1-855-296-2866 |
| Other names | Whitebox Mutual Funds IRA beneficiary form, Designation/Change of IRA Beneficiary, Whitebox IRA beneficiary designation |
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