What are beneficiaries and how do I add or change them?

A primary beneficiary is someone that you select who will receive your retirement assets if they survive you. Your contingent beneficiary is next in line to receive your retirement assets if they survive both you and your primary beneficiaries.

You can set up and edit your primary beneficiary information in your dashboard profile after logging into your account. In order to set or change your contingent beneficiary information, you’ll need to contact our support team.

Note: This is only applicable to Investment Retirement Accounts (IRAs).

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