DESIGNATE ACCOUNT BENEFICIARY
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 can access the Account Inheritance page. From the Account Inheritance page which US-based Individual accounts and Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety can set up a Transfer on Death and Individual IRA Accounts can add beneficiaries. Joint Accounts (except Tenants with Rights of Survivorship or Tenants by Entirety) and Trust Accounts cannot access this page. Accounts not eligible to designate a beneficiary can consider adding a Trusted Contact Person, please see:…