Sentences with phrase «signed beneficiary designation form»
At the time that you open any traditional IRA you are required to complete and sign a beneficiary designation form that will secure the beneficiary (s) that you have named.
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If you have designated a beneficiary on the TFSA plan application form, sign and date the Designation of Beneficiary form and have a witness sign beneficiary on the TFSA plan application form, sign and date the Designation of Beneficiary form and have a witness sign Beneficiary form and have a witness sign it as well.
If you have designated a beneficiary on the RRIF application form, sign and date the Designation of Beneficiary form and have a witness sign beneficiary on the RRIF application form, sign and date the Designation of Beneficiary form and have a witness sign Beneficiary form and have a witness sign it as well.
Print the Beneficiary Designation Form, complete, sign, date and either email it to beneficiary@aafmaa.com, fax to 1-888-210-8201 or mail to 1856 Old Reston Avenue, Suite 200, Reston, VA 20190.