Next Gen Fund Update Form

LinkedIn
This field is for validation purposes and should be left unchanged.
Fund Information
Name of Fund
Fund Number
Fundholder Information
Fundholders may name the fund, recommend grant distributions, recommend investment allocations, designate Authorized Parties and submit a succession plan.
Name*
First Last
Date of Birth*
Last 4 Digits of Social Security Number
Preferred Address*
- Home
- Business
Company
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Preferred Phone
- Home
- Business
- Cell
Preferred Phone*
Would you like to add another Fundholder?*
- No
- Yes
Fundholder 2
Name of Fundholder 2*
First Last
Date of Birth*
Last 4 Digits of Social Security Number
Preferred Address*
- Home
- Business
Company
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Preferred Phone
- Home
- Business
- Cell
Preferred Phone*
Would you like to add another Fundholder?*
- No
- Yes
Fundholder 3
Name of Fundholder 3*
First Last
Date of Birth*
Last 4 Digits of Social Security Number
Preferred Address*
- Home
- Business
Company
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Preferred Phone
- Home
- Business
- Cell
Preferred Phone*
Would you like to add another Fundholder?*
- No
- Yes
Fundholder 4
Name of Fundholder 4*
First Last
Date of Birth*
Last 4 Digits of Social Security Number
Preferred Address*
- Home
- Business
Company
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Preferred Phone*
Preferred Phone
- Home
- Business
- Cell

Would you like to designate a successor?*
- Yes
- No
Successors assume all the privileges on the fund following the death of the last surviving Fundholder. A successor may designate his or her own successors, unless the Fundholder has indicated otherwise.
Successor
Name
First Last
Date of Birth
Month
Day
Year
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Phone
Email
Relationship to Fundholder

Next Gen Fund Update Form

Step 1 of 4

Fund Information

Fundholder Information

Fundholder 2

Fundholder 3

Fundholder 4

Successor