How do I designate beneficiaries?

Posted on: December 10, 2019

When completing your application online, you will be prompted to designate beneficiaries. You will provide the beneficiaries’ contact information, date of birth, social security number, and percentage share of your IRA.

You can change beneficiaries at any time by completing a new Beneficiary Designation form, having it notarized, and forwarding a copy to us. The new form will replace all previously designated beneficiaries.