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Sit Change of Account Information Form
Description of Form
Complete a Sit Change of Account Information Form to request changes to the registration or beneficiary designation on a non-IRA account.
Shareholders Should Use This Form To:
- Add/remove owners from their Sit accounts
- Add/remove beneficiaries from their Sit accounts
- Change ownership from individual/joint status to a trust or vice versa on their Sit accounts
- Add/remove trustees from their Sit accounts
- Remove deceased owners/trustees from their Sit accounts
- Change registration of an account from an UTMA/UGMA custodial account to an individual account for the minor
- Update address
- Update marital status
- Name change
- Statement recipients (add/change)
Other Information
A Medallion Signature Guarantee is required for changes in ownership and beneficiary designation on Sit accounts.
An Affidavit of Domicile is required for a deceased owner or trustee (if that trustee’s social security number was used for the trust).
Trust accounts must include a copy of the title and signature pages of the trust.
Note: This form is to only be used by non-IRA shareholders. To change information on a IRA account, please use the IRA Change of Account Information form.
Sit Change of Account Information Form