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I have IRAs at TB bank and need to add a beneficiary. Can i download the form form my online account?
Robert, Willingboro NJ
December 29, 2014 06:57:37 PM
In reply to Robert, Willingboro NJ
Thanks for your question, Robert. We'd be happy to review how to add Beneficiaries to your accounts.
In order to add a beneficiary to your TD accounts, you would have to visit a TD Store during lobby hours to fill out the necessary forms. Please be sure you have the information available for the individual(s) you will be adding as the beneficiary, including their name, address, date of birth and Social Security number. You can find the closest location to you by visiting http://bit.ly/TDStores. Please note, to confirm your request, a new signature card must be signed by all account owners if the account is joint.
If you have any additional questions regarding your IRA accounts, please contact our IRA department Monday through Friday 8:00 a.m. to 6:00 p.m.; and Saturday from 9:00 a.m. to 1:30 p.m. at 1-800-231-8193.
We hope this helps, Robert and enjoy your day.
Megan K, Mount Laurel
December 29, 2014 06:58:11 PM