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IRA Beneficiary Designation

IRA Beneficiary Designation
IRA Beneficiary Designation

Select a beneficiary for an existing IRA.

  • 2 pages
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Action Plan

Step 1: Download the PDF.
Step 2: Complete and sign the form. Incomplete information may delay the processing of your request.
Step 3: Mail to:
Regular Mail: J.P. Morgan Funds
P.O. Box 8528
Boston, MA 02266-8528
Overnight Mail: J.P. Morgan Funds
30 Dan Road
Canton, MA 02021-2809

Updated as of: 11/30/2007
Fulfillment Code: FRM-IRABENE
IRA Distribution Request
Updated as of: 10/29/12

Use this form for systematic distributions and partial and complete liquidations of a Traditional, Roth or SEP IRA.

3 pages View more details >

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