Edward Jones Spousal Consent Form

To submit the Edward Jones Spousal Consent Form, first ensure that all required fields are accurately filled out and that the necessary signatures are obtained. Print two copies of the completed form. Return one copy to your local Edward Jones branch office either by mail or in person. Keep the second copy for your records. Ensure that the form is submitted promptly to avoid any potential disputes or legal complications. For further assistance, contact your Edward Jones financial advisor.

No specific dates for 2024 and 2025. Follow the general instructions for completing and submitting the form promptly.

The Edward Jones Spousal Consent Form is a crucial document for married account holders residing in community property states. Its primary purpose is to obtain the spouse's consent for the designation of beneficiaries for an Edward Jones account. By completing this form, the spouse agrees to transfer any interest in the community or marital property to the designated beneficiaries upon the account holder's death. This form ensures that both the account holder and the spouse are in agreement with the distribution of the account's assets. It helps prevent any future disputes by clearly documenting the spouse's consent. This consent is important for the smooth execution of the account holder's estate plan and ensures that the designated beneficiaries receive the intended assets. In summary, the Spousal Consent Form is an essential tool for estate planning and beneficiary designations in community property states. It safeguards the interests of all parties involved and provides legal clarity for the distribution of marital or community property upon the account holder's passing.

• 1. Account Number: The 10-digit account number associated with the Edward Jones account.
• 2. Date: The date on which the form is being completed.
• 3. Account Registration: Details about the account registration.
• 4. Branch #: The branch number of the Edward Jones office handling the account.
• 5. Financial Advisor #: The financial advisor's number managing the account.
• 6. Destination: Indicates where the form should be sent, such as 'Estates'.
• 7. Scan Title: The title of the scanned document, such as 'Spousal Consent'.
• 8. Signature of Spouse: The spouse's signature to indicate consent.
• 9. Print Name of Spouse: The printed name of the spouse providing consent.
• 10. Date of Signature: The date on which the spouse signed the form.
• 11. Signature of Witness: A witness's signature to confirm the spouse's consent.
• 12. Print Name of Witness: The printed name of the witness.
• 13. Date of Witness Signature: The date on which the witness signed the form.

Failure to submit this form may result in the spouse's inability to claim any interest in the account's assets. Additionally, the beneficiary designation may not be honored, leading to potential disputes.

• Loss of Spousal Rights: The spouse may lose their rights to the community or marital property contained in the account.
• Beneficiary Disputes: Failure to submit the form may lead to disputes regarding the validity of the beneficiary designation.
• Legal Complications: Not submitting the form can result in legal complications for the estate and the designated beneficiaries.

• 1. Change of Beneficiary: When the account holder wants to change the beneficiary designation for the account.
• 2. Estate Planning: As part of estate planning to ensure that asset distribution aligns with the account holder's wishes.
• 3. Community Property State: If the account holder lives or has lived in a community property state during their marriage.
• 4. Marital Consent: To obtain the spouse's consent for the beneficiary designation, acknowledging their agreement to transfer property rights.
• 5. Account Updates: Whenever there are updates or changes to the account registration or beneficiary information.