Broker Check

Downtown Office

101 N. Main St

Bluffton, OH 45817

Beneficiary Form

A beneficiary is a person (or entity) who will inherit your account if you die.  You have to enter at least one beneficiary but may have more than one.  You may also have 'contingent' beneficiaries who inherit the money ONLY IF your primary beneficiaries all die before you.  All primary beneficiaries must equal 100% (1 gets 100%, 2 can be split 50/50 or however you choose, etc.) and all contingent beneficiaries must equal 100%.   

You need to gather name, Social Security number, date of birth, and contact information prior to starting this form.  The form cannot be saved and completed later.  This is for security purposes.

After you have entered who you want, scroll clear to the bottom and hit "submit."