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Gunder Wealth - Data Gathering for Account Opening
This information is necessary to draft your paperwork for your new account at Charles Schwab. Let's get started.
18
Questions
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1
Household Information
Annual Income (round to nearest $50K)
Net Worth (excluding primary residence, round to nearest $500K)
Please Select
Married
Single
Divorced
Widowed
Separated
Life Partner
Engaged
Other
Please Select
Please Select
Married
Single
Divorced
Widowed
Separated
Life Partner
Engaged
Other
Marital Status
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2
Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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3
Name
First Name
Middle Name or Initial (optional)
Last Name
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4
Other Information
Please Select
Yes
No
Please Select
Please Select
Yes
No
Are you a US Citizen?
Date of Birth (MM/DD/YYYY)
Please enter your email
Please enter your phone
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5
Employment Information
Please Select
Employed
Self-Employed
Unemployed
Retired
Homemaker
Furloughed
Student
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Employed
Self-Employed
Unemployed
Retired
Homemaker
Furloughed
Student
Employment Status
Employer (leave blank if N/A)
Occupation (leave blank if N/A)
Industry (leave blank if N/A)
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6
Employment Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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7
Trusted Contact
This is a required field. Your Trusted Contact must be someone other than an account owner and cannot be the Investment Advisor. Please consider someone other than your spouse, although not required. This is someone who can be contacted in the event of possible financial exploitation or fraud and you are unavailable. This does not authorize this person to make trades in your account.
Full Name
Relationship
Please enter phone number AND/OR
Email address
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8
Are you opening or transferring an IRA, Roth IRA, or TOD* Account?
*A TOD (transfer on death) account is an individual, non-retirement account.
YES
NO
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9
Beneficiary Information
Please populate (not applicable for JTWROS (i.e. a joint account)). Percentages must add up to 100% for primary and contingent (if using), respectively. **Per Stirpes shall mean: each branch of the named beneficiary's family shall inherit in equal parts should the beneficiary predecease you (i.e. the beneficiary's share will go to his/her children). We suggest doing this if you make your spouse your primary beneficiary. Another option (instead of per stirpes) is to consider making your children contingent beneficiaries. Please consult your estate planning attorney if you are unsure.
Full Name
DOB (or UA date if Trust)
Relationship
Primary or Contingent
%
Per Stirpes?
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Primary
Contingent
Primary
Contingent
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Primary
Contingent
Primary
Contingent
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Primary
Contingent
Primary
Contingent
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Primary
Contingent
Primary
Contingent
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
1
2
3
4
Full Name
Row 0, Column 0
DOB (or UA date if Trust)
Row 0, Column 1
Relationship
Row 0, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 0, Column 3
%
Row 0, Column 4
Per Stirpes?
Row 0, Column 5
Full Name
Row 1, Column 0
DOB (or UA date if Trust)
Row 1, Column 1
Relationship
Row 1, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 1, Column 3
%
Row 1, Column 4
Per Stirpes?
Row 1, Column 5
Full Name
Row 2, Column 0
DOB (or UA date if Trust)
Row 2, Column 1
Relationship
Row 2, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 2, Column 3
%
Row 2, Column 4
Per Stirpes?
Row 2, Column 5
Full Name
Row 3, Column 0
DOB (or UA date if Trust)
Row 3, Column 1
Relationship
Row 3, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 3, Column 3
%
Row 3, Column 4
Per Stirpes?
Row 3, Column 5
1
of 4
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10
Do we need to get your spouse's information?
Please answers the questions below
Please Select
Yes
No
Please Select
Please Select
Yes
No
Is your spouse opening an individual or retirement account?
Please Select
Yes
No
Please Select
Please Select
Yes
No
Are you opening a joint account with your spouse?
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11
Spouse's Name
First Name
Middle Name or Initial (optional)
Last Name
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12
Spouse's Other Information
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Yes
No
Please Select
Please Select
Yes
No
Are you a US Citizen?
Date of Birth (MM/DD/YYYY)
Please enter your email
Please enter your phone
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13
Spouse's Employment Information
Please Select
Employed
Self-Employed
Unemployed
Retired
Homemaker
Student
Furloughed
Please Select
Please Select
Employed
Self-Employed
Unemployed
Retired
Homemaker
Student
Furloughed
Employment Status
Employer (leave blank if N/A)
Occupation (leave blank if N/A)
Industry (leave blank if N/A)
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14
Spouse's Employment Address
Hit "NEXT" if N/A
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
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15
Spouse's Trusted Contact
This is a required field. Your Trusted Contact must be someone other than an account owner and cannot be the Investment Advisor. Please consider someone other than your spouse, although not required. This is someone who can be contacted in the event of possible financial exploitation or fraud and you are unavailable. This does not authorize this person to make trades in your account.
Full Name
Relationship
Please enter phone number AND/OR
Email address
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16
Spouse's Beneficiary Information
Please populate (not applicable for JTWROS (i.e. a joint account)). Percentages must add up to 100% for primary and contingent (if using), respectively. **Per Stirpes shall mean: each branch of the named beneficiary's family shall inherit in equal parts should the beneficiary predecease you (i.e. the beneficiary's share will go to his/her children). We suggest doing this if you make your spouse your primary beneficiary. Another option (instead of per stirpes) is to consider making your children contingent beneficiaries. Please consult an estate planning attorney if you are unsure.
Full Name
DOB (or UA date if Trust)
Relationship
Primary or Contingent
%
Per Stirpes?
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Primary
Contingent
Primary
Contingent
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Primary
Contingent
Primary
Contingent
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Primary
Contingent
Primary
Contingent
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Primary
Contingent
Primary
Contingent
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
1
2
3
4
Full Name
Row 0, Column 0
DOB (or UA date if Trust)
Row 0, Column 1
Relationship
Row 0, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 0, Column 3
%
Row 0, Column 4
Per Stirpes?
Row 0, Column 5
Full Name
Row 1, Column 0
DOB (or UA date if Trust)
Row 1, Column 1
Relationship
Row 1, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 1, Column 3
%
Row 1, Column 4
Per Stirpes?
Row 1, Column 5
Full Name
Row 2, Column 0
DOB (or UA date if Trust)
Row 2, Column 1
Relationship
Row 2, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 2, Column 3
%
Row 2, Column 4
Per Stirpes?
Row 2, Column 5
Full Name
Row 3, Column 0
DOB (or UA date if Trust)
Row 3, Column 1
Relationship
Row 3, Column 2
Primary or Contingent
Primary
Contingent
Primary
Contingent
Row 3, Column 3
%
Row 3, Column 4
Per Stirpes?
Row 3, Column 5
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17
Have you passed along full account statements dated within the last 90 days?
Please don't send over email - we want to keep your data secure. If "no," we'll send you a secure link.
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NO
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18
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