Goldman Sachs
- Used to update beneficiaries on existing individual or joint accounts.
- Beneficiary name, date of birth/creation date, relationship to owner, and share percentage are required.
- Share percentages can be designated up to two decimal places and must total exactly 100%.
- If any beneficiary is a minor, please designate a custodian. Custodian name and date of birth are required.
- If any beneficiary is a trust, please use the trust section in the applicable portion of the form. Trustee name and date of birth are required.
- Requires client signature(s). LPOA does not apply.
Click here to view the form.
For Financial Professional Use Only. Not for Distribution.