Trusted Contact Optional. In the event of suspected financial exploitation or fraud, Saturna Capital and its affiliates are authorized to contact the Trusted Contact person and disclose information about this account to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by regulations. Full Legal Name Preferred Salutation (optional): ❍ Mr. ❍ Mrs. ❍ Ms. ❍ Dr SSN or Tax ID (optional) Email Date of Birth (MM-DD-YYYY) Address City State Zip Preferred Phone Alternate Phone .
Trusted Contact Optional. If Xxxxxxx has questions or concerns about your health or welfare due to potential diminished capacity, financial exploitation or abuse, endangerment and/ or neglect, Xxxxxxx may contact the person(s) you name as trusted contact. They will have no ability to transact on the account. First Name Middle Name Last Name Email Relationship to Account Owner Mobile Phone Home Phone Business Phone Address Line 1 Address Line 2 City State/Province Zip Country Beneficiary Information This section is only for Trusts, Retirement Accounts or Transfer on Death Accounts PLEASE NOTE: If you are located in a community or marital property state and intend to select an individual other than your spouse as your primary beneficiary, please complete the spousal consent form on xxx.xxxxxxx.xxx. There are nine community property states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin. Alaska is an opt-in property state that gives both parties the option to make their property community property. Primary Beneficiary(ies) If more than one Primary Beneficiary is listed, make sure percentage is noted. First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity Contingent Beneficiary(ies) Replaces Primary Beneficiary if Primary Beneficiaries predecease the Contingent Beneficiaries. First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity Person or Non-Spouse Entity First Name M.I. Last Name Social Security Number/Tax ID DOB Percentage % Relationship: Spouse Trust Estate Charity or other Entity ...
