For checking, savings, or Certificate of Deposit (CD) accounts, log in, choose Profile and Settings, then Beneficiaries, then Add Beneficiary. You can only add a beneficiary to one account at a time, and there are no primary or contingent designations.
Select the Edit icon to update existing information, or the Remove icon to delete a beneficiary.
For Individual Retirement Account (IRA) plans, log in, select your plan, and select Beneficiaries. Each one is set at the plan level, and you must designate a primary beneficiary before secondary ones can be added.
If you are married, live in a community property state 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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