Adding/Changing Your Beneficiary
Benefits of Online Forms
- Quick and convenient: Your personal information appears automatically
- Accurate: Get to the right form fast — and submit it correctly with form review
- Faster processing: Online requests are often processed faster than paper forms
| Form Name | Complete Online | Download/Print |
|---|---|---|
| Designating Beneficiaries | ||
Retirement Plans (including Investment Solutions IRA and Keoghs), Payout Contracts, Individual Life Insurance Policies, or After-Tax Annuities
|
Complete Online | N/A |
|
Mutual Funds
|
N/A | Get Form |
|
Mutual Fund IRAs
|
N/A | Get Form |
|
Institution-Owned Contracts
|
N/A | Get Form |
