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bank of america payable on death form

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Traditional/Roth IRA Plan Beneficiary Distribution Election Form BANK OF AMERICA NA The BANK 1. DECEASED DEPOSITOR INFORMATION Depositor s Name Social Security Number Date of Birth Plan Number Date of Death Plan Type Roth IRA Bank of America like all financial institutions is required by the USA PATRIOT ACT to obtain verify and record information that identifies each beneficiary of an IRA account with us. DATE Informational Sheet Depositor s death. Any separate beneficiary accounts must be...
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as your beneficiary. We must retain all such information on file for up to 90 days after your deaths. 2. CURRENCY INFORMATION The following information may not be released without the written permission of a trustee for the IRA account. Please consult the IRA account agreement if you have questions regarding any of this information. Please consult your financial advisor if you have specific questions about your IRA account. 3. GRANDFATHER INFORMATION Grandfather s Name Social Security Number Date of Birth Plan Number Date of Death Plan Type Traditional IRA Roth IRA 4. FAMILY INFORMATION Your spouse, children, grandchildren (including your children s spouse's children) and your parents will receive a copy of your death certificate and will be notified of your deaths by our third party shipping company. When your parent(s) or grandparent(s) die, your direct trustee must notify the bank regarding whom to distribute the proceeds from the IRA account that were controlled by the deceased individual(s), either with notice in writing or by contacting you personally via an IRA communications website provided at the time the IRA account was created. We will send you the notice of the distribution. We may also contact you directly to confirm our determination that you are the deceased individual's direct trustee for the IRA account. 5. DEATH NOTICE Please allow a minimum of ten (10) and one (1) business day (business days in Arizona are counted as a business day if they occur on a Saturday, Sunday and/or legal holiday) to respond to a mail notice from us or our third party shipping company indicating the mailing address(es) where the distribution is taking place and the number of beneficiaries. This notice will be sent within ten (10) business days of the receipt of this notice by the appropriate postal service and/or third party shipping company, except where a person is a beneficiary, the notice will be sent within twenty-four (24) hours after the death. If the notice is sent by email, it will take approximately three (3) business days to receive and review the notice and will be delivered within twenty business days of receipt of the email notification. We may contact you via email before you receive this notice as a reminder of this important event. You have thirty (30) days from the date of our notification by regular mail to send a request to us for the return of the account/IRAs assets or your account/IRAs portfolio. Your request for a return will be provided to the appropriate account/IRAs mailing company or to the account/IRAs administrator who will review the
For additional information, including how to access material or contact us, please click the following link Bank of America F... Deposit, Withdrawal, and Withdrawal Instructions BANK OF AMERICA NA Depositor s account number and Plan Name Depositor s bank account number Plan Name For withdrawal of funds into or out... Disclosure of Information To: All Accounts BANK OF AMERICA NA All Accounts, Depositors and Beneficiaries, Including Non-Retirement or Suspended Accounts, are subject to the following Bank Secrecy Act (BSA) requirements. Banker's Signature: A valid signature... Disclosure of Information to: All Accounts BANK OF AMERICA NA All Accounts, Depositors and Beneficiaries, Including Non-Retirement or Suspended Accounts, are subject to disclosure rules under the Bank Secrecy Act as modified. Disclosure: All account information, regardless of type or format, is subject to the following Bank Secrecy Act information gathering and disclosure requirements. BSA ... Disclosure of Information to: All Accounts BANK OF AMERICA NA All Accounts, Depositors and Beneficiaries, Including Non-Retirement or Suspended Accounts, are subject to disclosure rules under the Bank Secrecy Act as modified. Disclosure: All account information, regardless of type or format, is subject to the following Bank Secrecy Act information gathering and disclosure requirements. BSA ... Disclosure of Information to: All Accounts, Depositor and Beneficiaries, Including Non-Retirement and Suspended Accounts BANK OF AMERICA NA For your protection, we collect information about account holders and related persons, including their full names and full Social Security numbers.
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