How can I Update my Beneficiary?

If you need to update beneficiary information, please follow the steps below. If you are having trouble, please contact our support team.

1. From Profile Settings Select Beneficiaries

2. Beneficiaries can be reviewed, updated, deleted, or a new one can be created

Adding a Beneficiary:

1. Select the account you would like to add the beneficiary to and then select "Add Beneficiary"
2. Input the information for the beneficiary
3. Input the beneficiaries address and select continue   

Updating a Beneficiary:

1. To update an existing beneficiary's information, select the beneficiary from the list you’d like to update.

2. From this view, the beneficiary can be edited or deleted. Deleting a beneficiary may require you to reallocate the distribution percentages.

3. Allocations for beneficiaries can also be updated without having to fully edit them by selecting the update allocations option

4. If you are in a community property state, are married, and select a beneficiary other than your spouse, you will be required to download and resubmit a spousal consent form.