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
Complete Online Get Form (PDF)
  • After-Tax Annuities or Life Insurance Policies
Complete Online Please call 877 694-0305 to Get Form
  • Mutual Funds
N/A Get Form
  • Mutual Fund IRAs
N/A Get Form
  • Institution-Owned Contracts
N/A Get Form
  • Brokerage Designation of Beneficiary
Complete Online Get Form
  • Brokerage Individual Transfer on Death
Complete Online Get Form
  • Brokerage Joint Transfer on Death
Complete Online Get Form

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