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IRA Beneficiary Designation

Goldman Sachs

  • Used to change the beneficiaries on any IRA account.
  • Beneficiary name, date of birth, relationship to account owner, and share percentage are required.
    • Trustee name and date of birth are required for Trust beneficiaries.
    • Custodian name and date of birth are required for minor beneficiaries.
  • Share percentages can be designated up to two decimal places and must total 100%.
  • Requires client signature(s). LPOA does not apply.

Click here to view the form.

For Financial Professional Use Only. Not for Distribution.