To add a beneficiary to your retirement account:
Navigate to your account settings
Then, you can designate one or multiple beneficiaries for your Individual Retirement Account.
At this time, you can only add a beneficiary to your retirement account on Web.
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 you are looking to add a beneficiary to your Individual Brokerage Account:
- Use form GM_TOD.pdf below
If you are looking to add a beneficiary to any other account type:
- Use form TOD.pdf below
If you have other questions about beneficiaries, please contact us.