Edit, Download, and Sign the State Farm Funds - Designation or Change of Beneficiary Form
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How do I fill this out?
Start by providing your personal information, followed by the details of your primary and secondary beneficiaries. Ensure all fields are completed and that you sign and date the form as required.
How to fill out the State Farm Funds - Designation or Change of Beneficiary Form?
1
Read the instructions carefully.
2
Complete the Participant Information section.
3
Provide Primary and Secondary Beneficiary details.
4
Sign and date the form - spouse/partner signature if required.
5
Submit the completed form to the provided address or fax number.
Who needs the State Farm Funds - Designation or Change of Beneficiary Form?
1
Account holders needing to designate a beneficiary for their IRA.
2
Individuals wanting to update beneficiary information for their State Farm IRA.
3
Participants required to provide a spouse/partner signature.
4
Customers with multiple beneficiaries for their IRA.
5
Users looking to revoke prior beneficiary designations.
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1
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2
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3
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4
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Save and download the completed PDF.
What are the instructions for submitting this form?
Mail the completed form to State Farm Funds, P.O. Box 4766, Chicago, IL 60680-4766, or fax it to 312-557-3093. Ensure all fields are completed, signatures are obtained, and the form is dated appropriately.
What are the important dates for this form in 2024 and 2025?
Ensure to review your beneficiary designations annually and update them as needed by year-end. Consult with your advisor to verify deadlines specific to your account type.
What is the purpose of this form?
The purpose of this form is to enable State Farm IRA account holders to designate or change their beneficiaries. By completing this form, you can ensure your investment goes to your chosen beneficiaries in the event of your passing. It is important to keep this information current to reflect any life changes, such as marriage, divorce, or the birth of a child.
Tell me about this form and its components and fields line-by-line.
- 1. Participant Information: Includes fields for your personal details such as name, address, social security number, and account number.
- 2. Designation of Beneficiary: Designate your primary and secondary beneficiaries, including their personal information and percentage allocation of the account.
- 3. Signatures: Participant's and spouse's (if required) signatures to validate the document.
What happens if I fail to submit this form?
Failure to submit this form could result in your beneficiaries not being properly registered.
- Unregistered Beneficiaries: Your intended beneficiaries might not receive your IRA funds.
- Legal Complications: Without proper documentation, your estate may face legal challenges during distribution.
- Outdated Information: Old beneficiary designations may not reflect your current wishes.
How do I know when to use this form?
- 1. New Account: When opening a new State Farm IRA account.
- 2. Life Changes: After significant life events such as marriage, divorce, or the birth of a child.
- 3. Regular Updates: Periodically reviewing and updating your beneficiary information.
- 4. Estate Planning: As part of comprehensive estate planning efforts.
- 5. Revoking Prior Designations: To officially revoke and replace old beneficiary designations.
Frequently Asked Questions
How do I fill out this form?
Complete each section with accurate details and ensure all required signatures are included.
Can I edit this form on PrintFriendly?
Yes, you can easily edit the form on PrintFriendly using our PDF editor.
Where do I submit the completed form?
You can mail or fax it to the provided State Farm address or fax number.
Do I need my spouse's signature?
Yes, if you are married and your spouse is not the sole primary beneficiary, their signature is required.
Can I name multiple beneficiaries?
Yes, you can name multiple beneficiaries by attaching additional pages with required information.
How do I sign the form on PrintFriendly?
Use the signature tool to place your signature in the designated area.
Can I share the completed form electronically?
Yes, you can share the form via email or download it for other sharing methods.
How do I ensure the form is valid?
Ensure all fields are completed, and all required signatures and dates are included before submission.
What should I do if I make a mistake on the form?
Use the editing tools on PrintFriendly to correct any mistakes before saving the final document.
Where can I find additional information?
Refer to the State Farm Funds Custodial Account Agreements or call the provided contact number for assistance.
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