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.