How do I add a beneficiary?

To add a beneficiary to your retirement account:  

1. Navigate to your account settings

2. Select “Beneficiaries”

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.

20231201-3261899-10356388

M1 disclosures here.