How do I change the beneficiary in my IRA account?

CHANGE IRA BENEFICIARY

Use the button above to change the beneficiaries on your IRA account:

  1. Log into Client Portal
  2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Account Configuration section
  1. Click Account Inheritance
  2. Add a new beneficiary, change the percentage (%) or delete a current beneficiary and confirm your request.

In case your IRA account is managed by a financial advisor, please download and upload an IRA Beneficiary Change Form from our website. Instructions for submitting the change can be found directly on the form.

Additional Information

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