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

How Do I Add/Change My Beneficiaries?

Daniel Bennett Daniel Bennett

To update your beneficiary information, please submit a request to do so; the steps can be found 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 your beneficiaries information that you want to add or change