How do I change my beneficiary?
For changes to beneficiaries, please submit a new Beneficiary Designation or Changes form, which will supersede any previously submitted form.
Be aware that if you live in a community property state and you elect to list someone other than your spouse as your sole primary beneficiary, your spouse will have to authorize this change with a notarized signature. Please see form for instructions.
There are nine community property states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin. Alaska is an opt-in community property state that gives both parties the option to make their property community property.
How do I change the address or other contact information on my account?
To change your contact information (e.g. your telephone, email address, mailing address, etc.), please use the Account Owner Information Change form, or submit a signed letter of instruction to IRA Services, P.O. Box 7080, San Carlos, CA 94070-7080.
How do I change the name on my account?
Please submit a Name Change form with a copy of the legal document proving the name change (e.g., marriage certificate, divorce decree, etc.) or mail a copy of the legal document proving the name change (e.g., marriage certificate, divorce decree, etc.), accompanied by a letter of instruction to: IRA Services P.O. Box 7080, San Carlos, CA 94070-7080.
How do I choose between using PDF and DocuSign forms for account transactions?
Some institutions require an original “wet” signature from you for some transactions, such as to transfer funds, that you provide by completing and submitting a printed PDF form.
In other cases you may choose between using a PDF form or a DocuSign form .
PDF forms can either be filled out online then emailed; or printed, filled out by hand and then mailed or faxed. Please refer to each form’s specific instructions about how to deliver a PDF form to us.
DocuSign allows you to complete a form online and submit it in real time for processing. You will be prompted to provide your name and email address to access a DocuSign form.