To add a beneficiary to your retirement account:
- Login to your account
- Click on your name in the top right corner
- Click “Settings”
- Click “Beneficiaries”
Then, you can designate one or multiple beneficiaries for your individual retirement account.
To add a beneficiary to a taxable account:
Complete the transfer on death (TOD) form and send it to our accounts team.
To add a beneficiary to a checking account:
Contact us to complete this process.
If you have other questions about beneficiaries, please contact us.