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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
Anytime you need to view or change your beneficiary information for Individual Retirement Account (IRA) or Transfer on Death (TOD) accounts, it’s now easy to do online. If you have a CollegeAmerica® account, you can also update your successor owner on our website. No paperwork is required.
Whenever your life changes, updating your account information helps ensure your money is passed down the way you intended. It also makes it easier for your loved ones or heirs to claim the assets. Not naming a beneficiary or successor owner could delay access to the funds and require additional steps to be completed.
If you’re already registered on our website, just log in and click View under Beneficiary Information on the right side of the page. To register, you’ll need your account number and the last four digits of the primary account holder’s Social Security number.
We recommend consulting with your financial professional or estate planner when making beneficiary designations.