Name Your Beneficiary
Naming a beneficiary is important at any age. This simple step helps ensure your retirement savings are distributed according to your wishes without your loved ones having to go through a lengthy and costly probate process.
Watch a video to learn more about the importance of naming a beneficiary.
- Log in to name/change your beneficiary for simple beneficiary designations.
- Use the form for special circumstances. For example:
Personal information change: If your personal information has changed, there are certain requirements that might require a physical form, especially if specific documentation is needed.
Fausto Andrade
Jarrod Harrison