Primary account holder Additional account holder Solo 401(k) Information Complete this section for an Individual / Solo 401(k) account. WAC will use these details to prepare your custodian documents. Any account-opening authorizations, beneficiary designations and required consents will be completed separately.
For a new plan, your WAC team will coordinate the adoption agreement. For a Roth rollover or transfer, your team will coordinate the additional rollover/transfer data form. You may attach existing plan documents in the upload area below.
Add the beneficiaries you would like WAC to include in the custodian paperwork. If you enter allocation percentages, primary beneficiaries should total 100% and contingent beneficiaries should separately total 100%. Leave all percentages blank within a group to request equal shares. WAC will coordinate any applicable spouse consent and additional designation instructions.
Beneficiary 1 Beneficiary 1 - Type * Select... Primary Contingent Beneficiary 1 - Allocation percentage Beneficiary 1 - Full legal name / trust, organization or estate name * Beneficiary 1 - Relationship * Select... Spouse Child Grandchild Parent Sibling Other individual Trust Organization Estate Beneficiary 1 - Social Security / Tax ID number Beneficiary 1 - Date of birth / trust date Beneficiary 1 - Mailing street address Beneficiary 1 - City Beneficiary 1 - State / province Beneficiary 1 - ZIP / postal code Beneficiary 1 - Country Beneficiary 1 - Telephone Beneficiary 1 - Email Beneficiary 1 - Country(ies) of citizenship Beneficiary 1 - Country of legal residence
Beneficiary 2 Beneficiary 2 - Type * Select... Primary Contingent Beneficiary 2 - Allocation percentage Beneficiary 2 - Full legal name / trust, organization or estate name * Beneficiary 2 - Relationship * Select... Spouse Child Grandchild Parent Sibling Other individual Trust Organization Estate Beneficiary 2 - Social Security / Tax ID number Beneficiary 2 - Date of birth / trust date Beneficiary 2 - Mailing street address Beneficiary 2 - City Beneficiary 2 - State / province Beneficiary 2 - ZIP / postal code Beneficiary 2 - Country Beneficiary 2 - Telephone Beneficiary 2 - Email Beneficiary 2 - Country(ies) of citizenship Beneficiary 2 - Country of legal residence
Beneficiary 3 Beneficiary 3 - Type * Select... Primary Contingent Beneficiary 3 - Allocation percentage Beneficiary 3 - Full legal name / trust, organization or estate name * Beneficiary 3 - Relationship * Select... Spouse Child Grandchild Parent Sibling Other individual Trust Organization Estate Beneficiary 3 - Social Security / Tax ID number Beneficiary 3 - Date of birth / trust date Beneficiary 3 - Mailing street address Beneficiary 3 - City Beneficiary 3 - State / province Beneficiary 3 - ZIP / postal code Beneficiary 3 - Country Beneficiary 3 - Telephone Beneficiary 3 - Email Beneficiary 3 - Country(ies) of citizenship Beneficiary 3 - Country of legal residence
Beneficiary 4 Beneficiary 4 - Type * Select... Primary Contingent Beneficiary 4 - Allocation percentage Beneficiary 4 - Full legal name / trust, organization or estate name * Beneficiary 4 - Relationship * Select... Spouse Child Grandchild Parent Sibling Other individual Trust Organization Estate Beneficiary 4 - Social Security / Tax ID number Beneficiary 4 - Date of birth / trust date Beneficiary 4 - Mailing street address Beneficiary 4 - City Beneficiary 4 - State / province Beneficiary 4 - ZIP / postal code Beneficiary 4 - Country Beneficiary 4 - Telephone Beneficiary 4 - Email Beneficiary 4 - Country(ies) of citizenship Beneficiary 4 - Country of legal residence
Additional beneficiaries / designation instructions Voided Check & Supporting Documents Attach an image of a voided check Why we request a voided check
Use the secure upload area below to attach your voided check and any other supporting documents requested by your WAC team.
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