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Personal Information

Change of Address/Telephone Number
If you need to update your address or telephone number, please download, print, complete and sign the Address Change Request form and send it back to UMB Financial Services, Inc., or contact us at 800.842.9999.

Beneficiary Update

Non-Retirement Accounts

If you need to update the beneficiary information on your non-retirement account (i.e., Transfer on Death Account), download, print, complete and sign the Transfer on Death Registration and Beneficiary Designation form and send it back to UMB Financial Services, Inc.

Retirement Accounts

If you need to update the beneficiary information on your retirement account, download, print, complete and sign the IRA Beneficiary and Successor Beneficiary Designation form and send it back to UMB Financial Services, Inc.

 


Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
 
  NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE  



SSN/TIN Certification
If you need to update or add a Social Security or Tax Identification Number*, please download, print, complete and sign the W-9 form and send it back to UMB Financial Services, Inc.

* Please note, when you provide your SSN/TIN and sign your original application with UMB Financial Services, Inc., your SSN/TIN are certified. Redemptions made without a certified SSN/TIN are subject to a 31 percent withholding, per The Tax and Equity Fiscal Responsibility Act of 1982.

Foreign Status Certification
If you are not a citizen or resident of the United States, UMB Financial Services, Inc. must have a Certificate of Foreign Status on file for your account. This information is required for U.S. tax withholding purposes on income earned in your UMB Financial Services account. Please download, print, complete and sign the W-8 form and send it back to UMB Financial Services, Inc.




or retirement

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