Fillable Instructions for IRA Beneciary Designation Form

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Instructions for IRA Beneciary Designation Form

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Securities oered through DWS Distributor s, In c.
Numerous situations may aect your beneciary designation, such as the death of a beneciary, divorce,
birth or adoption of a child, or beneciary name change. You may wish to notify your designated beneciary
that he or she is the beneciary of your account. In the event of your death, your beneciary should elect a
distribution option with DWS Trust Company. If your beneciary fails to make an election by December 31 of
the year following the year of your death, adverse tax consequences may result. Consult your tax advisor for
more information.
IRA Account Designation
—Beneciary designations will be eective upon receipt of this form by DWS Service Company.
—Your primary beneciary (or primary beneciaries, if more than one) is rst in line to inherit your assets
after your death. If no primary beneciary that you designated is alive at the time of your death, then any
secondary beneciary you designated would be the next in line to inherit your assets. You may name more
than one primary and/or secondary beneciary and designate how the assets will be divided amount them.
—Enter the account number of each IRA account (Traditional, Roth, or SEP) for which this beneciary(ies)
designation will apply.
—If you exchange into another DWS mutual fund, this beneciary information will be copied to the new
fund, unless you provide us with an additional beneciary designation form.
—If more than two primary or two secondary beneciaries are named, add additional pages with the
same information as requested here. (If you do not indicate the percentage, we will distribute the
proceeds evenly.)
Primary Beneficiary Designation
—Enter all information requested for each primary beneciary.
—Primary beneciaries will share the account balance equally, unless you enter a percentage for each to
receive (must equal 100%).
—If a trust is designated as a beneciary, enter the name of the trustee(s), the complete name of the trust,
and the date of the trust document.
—Please note, there is no need to designate your estate as sole primary beneciary because an IRA account
without any beneciary designation will be transferred to the estate of the shareholder upon their death.
Secondary Beneficiary Designation
—A secondary beneciary is not permitted if a trust or estate is designated as the sole primary beneciary.
—Enter all information requested for each secondary beneciary.
—Secondary beneciaries will receive account proceeds only if all primary beneciaries predecease
theshareholder.
—Secondary beneciaries will share the account balance equally, unless you enter a percentage for each
to receive (must equal 100%).
—If a trust is designated as a beneciary, enter the name of the trustee(s), the complete name of the trust,
and the date of the trust document.
Spousal Consent
—A married shareholder who is designating a beneciary that is not his or her spouse should review this
section. If this section applies, the shareholder’s spouse must sign as indicated in Step 3.
Instructions for IRA Beneciary Designation Form
No bank guarantee | Not FDIC insured | May lose value
Page 1 of 3
Use this form to update the beneciary information on your DWS Fund Individual Retirement Account
(IRA). If you are a minor (have not reached the age of majority for your state of residence), a beneciary
designation is not appropriate because the IRA account(s) will automatically pass to your estate upon your
death. Please contact Shareholder Services if you have any questions.
Call: (800) 728-3337 or e-mail: service@dws.com
Please check here if the address listed below is a new address, and you would like your account(s) updated.
continued on next page
Step 1 Account information
IRA beneciary designation
Name Social Security Number on Account (required)
Address City State Zip
( )
Phone Number Extension IRA Account Number(s)*
* All funds will be changed unless otherwise indicated.
The following person(s) is to receive my IRA assets upon my death. By submitting this form I understand that I am revoking
all primary and secondary beneciaries already on le with DWS Trust Company, the custodian of my IRA for this account,
and my new beneciary information is not eective unless led with the custodian prior to my death. I understand that I can
change this beneciary designation during my lifetime by submitting a new form to DWS Trust Company. If I name more
than one primary beneciary and do not indicate percentages, distributions will be made equally to primary beneciaries who
survive me. If a percentage is indicated and a primary beneciary does not survive me, the percentage of that beneciary’s
share will be divided equally among the surviving primary beneciary(ies). Secondary beneciaries will receive distributions
only if there are no surviving primary beneciaries. Distributions to secondary beneciaries will be made according to the
rules of succession described above for primary beneciary. Percentages must equal 100%.
Step 2 Beneciary designation
Page 2 of 3
Step 2 Beneciary designation (continued)
Primary Beneficiaries Percentages must equal 100%
Secondary Beneficiaries Percentages must equal 100%
Name Percentage
%
Social Security Number OR Tax ID
Spouse Other
Date of Birth or Trust Date – MM/DD/YYYY
Name Percentage
%
Social Security Number OR Tax ID
Spouse Other
Date of Birth or Trust Date – MM/DD/YYYY
Name Percentage
%
Social Security Number OR Tax ID
Spouse Other
Date of Birth or Trust Date – MM/DD/YYYY
Name Percentage
%
Social Security Number OR Tax ID
Spouse Other
Date of Birth or Trust Date – MM/DD/YYYY
This section should be reviewed if you are married, live in a community property or marital property state, and designate
a beneciary other than your spouse.
— It is your responsibility to determine if this section applies. You may need to consult with legal counsel.
— If this section applies, have your spouse sign as indicated.
— Neither DWS Trust Company nor DWS Service Company or its aliates will be liable for any consequences resulting from
failure to provide proper spousal consent.
I am the spouse of the above-named shareholder. I acknowledge that I have received a fair and reasonable disclosure of my
spouse’s property and nancial obligations. Due to any possible consequences of giving up my community property interest
in this IRA, I have been advised to see a tax professional or legal advisor. I hereby consent to the beneciary designation(s)
indicated above. I assume full responsibility for any adverse consequence that may result. No tax or legal advice was given
to me by the Custodian or the designated investment company or their aliates.
Step 3 Spousal consent
Signature of Account Owner’s Spouse Date – MM/DD/YYYY
Please mail completed form to:
DWS Service Company
P.O. Box 219151
Kansas City, MO 64121-9151
Overnight Address:
DWS Service Company
210 W. 10th Street
Kansas City, MO 64105-1614
© 2021 DWS Group GmbH & Co. KGaA. All rights reserved. (1/21) B-012969-11 Form-11
DWS Distributors, Inc.
222 South Riverside Plaza
Chicago, IL 60606-5808
www.dws.com
Signature of Account Owner Date – MM/DD/YYYY
Sign and date below.
Step 4 Signature of owner
The brand DWS represents DWS Group GmbH & Co. KGaA and any of its subsidiaries such as DWS Distributors, Inc.
which oers investment products or DWS Investment Management Americas, Inc. and RREEF America L.L.C. which
oer advisory services.
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Instructions for IRA Beneciary Designation Form

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Completed 4 January 2022

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