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Beneficiaries FAQs

Once you log in to online banking, choose More, and then select Beneficiaries to edit, remove or add a beneficiary.
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Your primary beneficiaries are the people who will receive the funds in your account at your death. Contingent beneficiaries will receive these funds if all primary beneficiaries are deceased.
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You can have up to 6 total beneficiaries (primary and contingent) for each IRA.
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You can change or add beneficiaries any time by logging on to online banking, calling us at 1-877-247-2559, or completing and mailing the Change of Beneficiary form.

If you are married and would like to appoint a primary beneficiary other than or in addition to your spouse, you must submit a notarized Change of Beneficiary form that includes your spouse's signature. Before making any changes, however, you may wish to consult with a tax professional or the IRS for more information.
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When you’re ready, give us a call at 1-877-247-2559. We’re here 24/7.

If you’re a beneficiary, joint account owner or need to transfer account ownership, review our checklist for more information on the types of documents you’ll need.
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It depends on your situation. Review our checklist for more details on event types and documents you’ll need.
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Give us a call at 1-877-247-2559 to let us know about your situation.

If you need to transfer account ownership, you’ll need to provide us with:
- Copies of legal paperwork stating that the account owner has been deemed legally incompetent
- Power of attorney document
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Mail a completed Estate Account Application (PDF) and any required documentation to us at:

Ally Bank
P.O. Box 951
Horsham, PA, 19044
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It’s an account with a beneficiary or multiple beneficiaries designated by the account owner. Any funds left in the account are payable to the designated beneficiary when the account owner passes away.

If the payable-on-death beneficiary is a minor, charity or Trust, please call us at 1-877-247-2559. Our customer care team will provide you with specific instructions related to your situation.
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Give us a call at 1-877-247-2559 and request a Disclaimer Form.
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