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Support Center

Designating a Beneficiary for your Account

To designate a beneficiary for your retirement account, login to our website at, click on your name in the top right corner, and go to Settings, and then Beneficiaries. You can designate one or multiple beneficiaries for your individual retirement account.

To add a beneficiary to a taxable account, you will have to complete the Transfer on Death form and send it to our accounts team at The Transfer On Death form is attached below.

If you have other questions about beneficiaries, please contact

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