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
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
Existing Accounts - How do I add a new IRA Transfer to my account Dashboard?
Existing (Funded) Accounts: Please select "Add Funds" from your dashboard and follow the prompts for an IRA Transfer if
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
How to Transfer an Inherited IRA
An Inherited IRA, also known as a Beneficiary IRA, can be transferred to iTrustCapital just like any Roth or Traditional
Premium Custody Account (PCA) FAQs
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available for Premium Custody Accounts. Can I name a beneficiary to my Premium Custody Account? No. Premium Custody Accounts
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