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 OnlineDownload/Print
Designating Beneficiaries
  • Retirement Plans (including Investment Solutions IRA and Keoghs), Payout Contracts
Complete OnlinePlease call 800 842-2776 to Get Form
  • After-Tax Annuities or Life Insurance Policies
Complete OnlinePlease call 877 694-0305 to Get Form
  • Mutual Funds
N/AGet Form
  • Mutual Fund IRAs
N/AGet Form
  • Institution-Owned Contracts
N/AGet Form

Search for a form by keyword

Search

Forms by Form Number