Change Your Beneficiary Designation

Your beneficiary designation determines who receives the proceeds from your account at death. It trumps other legal documents or stated intentions.

How to Verify Your Current Beneficiary Designation

Call the Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday.

When to Change Your Beneficiary Designation

You should periodically review beneficiary designations, but especially whenever you have a life change, such as:

• Marriage
• Divorce
• Birth of a child
• Death of a current beneficiary
• Estate plan changes
• Creation or change to a will
• Mental or physical incapacitation of a current beneficiary
• Change in laws that impact beneficiary designations