How to delete or modify my transfer on death beneficiary?

Q: How to delete or modify my transfer on death beneficiary?

DELETE OR MODIFY TOD BENEFICIARY Use the button above or follow the below procedure to delete or modify a TOD beneficiary: Log into Client Portal . Click the User menu (head and shoulders icon in the top right corner) followed by Settings . Under Account Settings find the Account Configuration section. Select Account Inheritance. On the TOD Beneficiaries page, click Remove or Modify on the row listing the beneficiary. Update the relevant fields. Click Continue to advance through the screens. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE . If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address. Click OK . Please Note Only US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts are eligible for beneficiary registration. Additional Information Account Inheritance in our Users' Guide.

Question

Accepted Answer

DELETE OR MODIFY TOD BENEFICIARY

Use the button above or follow the below procedure to delete or modify a TOD beneficiary:

Log into Client Portal.

Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
Under Account Settings find the Account Configuration section.

Select Account Inheritance.
On the TOD Beneficiaries page, click Remove or Modify on the row listing the beneficiary.
Update the relevant fields.
Click Continue to advance through the screens.
If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
Click OK.

Please Note

Only US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts are eligible for beneficiary registration.

Additional Information

Account Inheritance in our Users' Guide.