How Do I Add or Change Beneficiaries on My Account?

Investor Account Help: Account Updates

Adding beneficiaries to IRA and regular accounts is an important step to protect your assets for your heirs after you pass away.

IRA Accounts: 
Complete and submit the IRA and ESA Beneficiary Designation Form to add or update beneficiaries on your account. These instructions will replace any previous beneficiary instructions we have on file.

ESA Accounts: 
Complete and submit the IRA and ESA Beneficiary Designation Form to add or update beneficiaries on your account. These instructions will replace any previous beneficiary instructions we have on file.

Regular Accounts: 
Complete and submit the Transfer on Death Beneficiary Designation Form to add or update beneficiaries on your account. These instructions will replace any previous beneficiary instructions we have on file.

Forms should be mailed to the address on the form or find it at Contact Us.


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