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Access these mutual funds forms to open or manage an existing account. When your employer or ira provider supplies you with a distribution form, use the following information to complete it: Web page 1 of 7 the purposes of this form are to claim your beneficial interest in a deceased participant’s account, elect your beneficiary status for use in determining any applicable.

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Select primary and contingent beneficiaries. To be completed by the administrator or plan sponsor. Certification of beneficial owners form (pdf) required. Web page 1 of 7 the purposes of this form are to claim your beneficial interest in a deceased participant’s account, elect your beneficiary status for use in determining any applicable.

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