Update my Beneficiary

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Beneficiary Designation Form

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

When can I expect the updated beneficiary information to be reflected in my IRA account?

Once Vantage has received the Beneficiary Designation Change Form in good order, your request will be completed within 72 hours.  You can expect to receive an email confirmation once your request has been processed.

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.