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About you: Address, birth date, Social Security number* |
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About your investments (how your contributions will be invested):
To learn more, see the
Disclosure Statement
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About your successor (optional, but recommended-the adult who'll be in charge of the account in the event of your death): Birth date |
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About your bank (if you're going to have contributions taken from a checking or savings account): The account number for your account, routing number for your bank and/or a "voided" blank check |
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About your beneficiary
(the person for whom you're saving):
Birth date, Social Security number*
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If you are opening an UGMA/UTMA account use this form. |
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*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, the Plan reserves the right to close your account and return any contributions or take other steps we deem reasonable.
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