Mt Bank Beneficiary Form is an important document that you will need to complete in order to designate a beneficiary for your bank account. This form allows you to name someone who will receive the balance of your bank account after your death. Completing this form is a simple process, and can be done online or in person at any Mt Bank branch. Be sure to provide accurate information about your beneficiary so that they can easily receive the funds from your account after your death.
You'll find information about the type of form you would like to complete in the table. It will tell you how long it takes to finish mt bank beneficiary, what fields you will have to fill in and several other specific details.
| Question | Answer |
|---|---|
| Form Name | Mt Bank Beneficiary |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 30 sec |
| Other names | mand t bank, bank accounts with beneficiary designations m t bank, m t bank beneficiary, m t bank beneficiary claim form |
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 |
|
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 |
|
|
|
|
|
|
|
||
|
|
|
% |
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 |
|
|
|
|
|
|
|
||
|
|
|
% |
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 |
|
|
|
|
|
|
|
||
|
|
|
% |
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 |
|
|
|
|
|
|
|
||
|
|
|
% |
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
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
Whitebox Mutual Funds - DESIGNATION/CHANGE OF IRA BENEFICIARY FORM Page 2
092611