How do I add a beneficiary?

To add a beneficiary to your retirement account:  

1. Login to your account 
2. Click on your name in the top right corner 
3. Click “Settings” 
4. Click “Beneficiaries” 

Then, you can designate one or multiple beneficiaries for your Individual Retirement Account. 

To add a beneficiary to a taxable M1 Invest Account: 

Complete the transfer on death (TOD) form and send it to our accounts team. 

If your account number begins in GM:

• Use form GM_TOD.pdf below

If your account number does not begin in GM:

• Use form TOD.pdf below

To add a beneficiary to an M1 Checking Account: 

Contact us to complete this process. 

If you have other questions about beneficiaries, please contact us.

20230310-2784817-8838212