How do I add or change the beneficiary designations?

Beneficiary designations must be made and signed by the STRATA account owner. 

Beneficiary designation instructions

To submit a new designation or update an existing one, the accountholder can complete the Beneficiary Designation/Change form.

To complete the form in one session, please have the following required information available for each beneficiary:

• Full contact information (street address, phone number, email)

• Social Security number

• Date of birth

If the accountholder is deceased, beneficiaries may update their personal contact information using the Information Change Request – IRA Account form.