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. 

 

STEP 1: Select "Account Onboarding - 'I want to create & fund an IRA account.'"

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STEP 2: Provide your iTrustCapital email and account number

 

STEP 3: Select - "I've Completed My Application" and "Change My Beneficiaries"

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STEP 5: Select - "Add or Change Beneficiary" 

 

STEP 6: Provide the beneficiary's information for whom you would like to add or change