Beneficiary designations must be made and signed by the IRA Owner. Any additions, changes, or updates to beneficiary information must be submitted directly by the account holder.
Beneficiary Designation Instructions
To submit a new designation or update an existing one, the IRA Owner should complete the Beneficiary Designation/Change form.
To complete the form in one session, please have the following required information available for each beneficiary:
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Full contact information (Street address, phone number, email)
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Social Security Number
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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.
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.
If the account holder is deceased, beneficiaries may update their personal contact information using the Information Change Request – IRA Account form.
For PDF form options, visit PDF Forms for Manual Submission.