Beneficiary Designation with E-Signature

Account Holder Information

Please verify your account information as the portfolio owner.

Full Legal Name *

Portfolio Account Number *

Email Address *

Phone Number

Primary Beneficiary Designation

Designate individuals who will be the first to inherit your investment portfolio.

Primary Beneficiary #1

Primary

Full Legal Name *

Relationship *

Email Address

Phone Number

Portfolio Allocation:

%

Add Another Primary Beneficiary

Total Primary Beneficiary Allocation

100%

â Allocation is properly distributed

Electronic Signature

Provide your legally binding electronic signature. Compliant with ESIGN Act, UETA, and global e-signature regulations.

ESIGN Act Compliant

UETA Compliant

256-bit SSL Encryption

1

Account information verified

2

Beneficiaries designated

3

Provide electronic signature

4

Complete and submit

Draw Your Signature

Draw your signature using mouse or touchscreen

Type Your Signature

Type your name for a stylized signature

Your signature will appear here

Your Signature Preview

Not Signed

Complete your signature above

Legal Declaration

I intend to sign this beneficiary designation form electronically and understand this electronic signature carries the same legal force as a handwritten signature under the ESIGN Act and UETA.

I certify that this electronic signature is my own genuine signature and I am authorized to designate beneficiaries for this investment portfolio.

Portfolio Beneficiary Designation

Account Holder Information

Primary Beneficiary Designation

Electronic Signature

Legal Declaration