As an investor, you have probably spent years working toward your financial well-being and retirement planning goals. Equally as important is to consider what will happen to your carefully laid-out plans upon your death.
If you are an account owner preparing for tomorrow or are the beneficiary of an account owner who has passed away, below is information that will help you with next steps.
Learn about the benefits of having a beneficiary designation and the varying designations for different types of accounts. Learn More
Whether you are setting up beneficiaries or transferring assets to a new owner, our transition forms repository has what you need all in one place. View Now
When you are ready to contact us, please be prepared with the following information about the deceased account owner:
Was the account owner a trustee on a trust account?
Was the account held in the account owner’s name, and were there any beneficiaries listed on the account?
For assistance, please call us at 1-800-359-3379.