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IRA Designation or Change of Beneficiary Form

The IRA Designation or Change of Beneficiary form is located behind the login. In order to access this form, you will need to select "Personal" from the Account Login drop-down menu found at and login to your account.

Want more information? Get step-by-step instructions for Accessing Account Information on (PDF: 453 KB).

Once you've logged in, go to the Account Summary for your IRA, click "More Service" in the left navigation and click the designation form.

When accessing the IRA designation or change of beneficiary form in the future, please go to or and log in to your account by selecting "Personal" from the drop down menu.

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