How Do I Add/Change My Beneficiaries? How Do I Add/Change My Beneficiaries?

How Do I Add/Change My Beneficiaries?

Contributor Contributor

To update your beneficiary information, please submit a request to do so by following the step-by-step directions below. You can also use this form to inquire about who your current beneficiaries are. 

 

STEP 1: Select "General Request/New Client Onboarding" and check the green box confirming "Do you already have an account established?"

STEP 2: Provide your iTrustCapital email and account number.

 

STEP 3: Select Category "Change Account Information" and "Change My Beneficiaries".

 

STEP 4: Add Subject "Change/Add Beneficiaries and in the Description, please provide the beneficiary's information for whom you would like to add or change. Then hit "Submit".