Bank Of America Beneficiary Designation Form

Designate your beneficiary health savings account name address ssndob relationship percentage. 1 deceased depositor information depositor s name enter the deceased person s name.

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If you misplace the envelope we provided mail the documents to.

Bank of america beneficiary designation form. Death beneficiary designation form i currently have a health savings account from bank of america. A pod account is payable on your death or the death of the last surviving co owner to one or more payees named in the title of the account. Enter your official identification and contact details.

In the event of your death your beneficiary will need to complete and return the hsa beneficiary account distribution form before the funds in your hsa can be transferred to them. Tips on how to complete the bank of america beneficiary form online. I am applying for a health savings account now.

Traditional roth ira plan beneficiary distribution election form bank of america na the bank 1. Payee beneficiary designations are subject to the requirements of applicable oklahoma law providing for revocation in the event of divorce or annulment. Complete sign and send the distribution form.

No beneficiary designation will be effective unless it is made in writing on the appropriate bank form and is executed and delivered to bank of america prior to the death of the participant. You can take the document to any bank of america financial center fax it to 866 694 9046 or mail it using the enclosed envelope. The social security number on my application is.

They can find this form on the member website or they can call the customer care center to have one sent to them. If there is no surviving p o d. To start the form utilize the fill sign online button or tick the preview image of the document.

The advanced tools of the editor will lead you through the editable pdf template. Bank of america estate unit p o. Participant s signature bank information associate s phone number banking center name associate s name deposit product services.

When the title of an account includes language like in trust for itf transfer on death tod or similar language the account is treated as a pod account. Payee upon the death of the last owner state law will determine ownership of th funds in the account. Deceased depositor information depositor s name social security number date of birth plan number date of death plan type roth ira bank of america like all financial institutions is required by the usa patriot act to obtain verify and record information that identifies each beneficiary of an ira.

Box 619040 dallas tx 75261 9943. No beneficiary designation will be effective unless it is made in writing on the appropriate bank form and is executed and delivered to bank of america prior to the death of the participant. My account number is.

Box 982238 el paso texas 79998 9827 will bank of america ask for anything else. In the form and manner prescribed by us. Spouse and if no spouse his her estate.

Bank information date banking center name deposit product services. To your local bank of america banking center or mail to the following address bank of america n a.