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Beneficiary Designation Form

Use this form to change the beneficiaries on your IRA account.
 Print and Mail

 

FREQUENTLY ASKED QUESTIONS

How do I add or update the beneficiary information on my IRA?

You will need to submit a completed and executed Beneficiary Designation Change Form to Vantage.

Does my spouse need to sign the form if they are not the primary beneficiary listed?

If you reside in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA or WI), spousal consent is required. If you are completing the Beneficiary Designation Form via electronic signature, we will reach out separately for the Spousal Consent to be obtained.