How Do I Add or Change the Beneficiary Designations on My Account?

Please complete the IRA Beneficiary Designation Request form to add or change beneficiary designations. 

Information Required:

• Beneficiary Contact Information (Street Address, Telephone, Email)
• Beneficiary Social Security Number
• Beneficiary Date of Birth

The fastest and most secure way to submit your request is online. Simply click the link above to open the form—a pop-up will prompt you to enter your email address to begin. You’ll then see upload options for the required documents (as listed above).

If you can’t finish the form in one session, your progress will be saved automatically, and you can return to it anytime using the form link in the "Access Your Digital Documents" email provided when the session is initiated.

For PDF form options, visit PDF Forms for Manual Submission.