30 results for "add a beneficiary"
How Do I Add/Change My Beneficiaries?
you to designate beneficiaries as well! Log in on a web browser, select your PCA, and click "Beneficiaries". If
Beneficiary FAQ
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of having a beneficiary or multiple beneficiaries in their accounts with iTrustCapital. What Is A Beneficiary? What Is The
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What Is A Beneficiary? What Is The Difference Between Primary And Contingent Beneficiary?
Beneficiaries inherit your account upon your death. There are two types of beneficiaries: Primary and Contingent. Primary
How do I change my Beneficiary to a Trust or Entity?
To change your Beneficiary to a Trust (Revocable, Irrevocable, etc) or Entity, please submit a request here. We will email
Can my IRA be owned by my LLC or Trust?
Trusts (Revocable, Irrevocable, etc.) may be listed as IRA beneficiaries on the applicants' accounts. iTrustCapital also offers
How do I request to add funds to my IRA?
To add additional funds to your account: 1. Login to your iTrustCapital account 2. Go to the USD section and click the
Can I add funds through the credit or debit card on file?
Cash contributions may only be sent via ACH (Direct Deposit), or a wire transfer. To learn how to make a cash contribution
Can my spouse and I have a joint account?
single individual, however, a client may list a spouse as a beneficiary on an account. Additionally, if you file your taxes jointly
Existing Accounts - How do I add a new IRA Transfer to my account Dashboard?
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Existing (Funded) Accounts: Please select "Add Funds" from your dashboard and follow the prompts for an IRA Transfer if
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Premium Custody Account (PCA) FAQs
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Can I name a beneficiary to my Premium Custody Account? Yes, you can designate beneficiaries for a Premium Custody
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