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

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