If you notice your beneficiary information contains missing, incorrect, or outdated information, you can always reach out to our support team to request an update.
When submitting your request, please have the following information available:
- Your date of birth and phone number
- Your preferred email address for receiving digital documents for signature, as needed
- The full name of your beneficiary
- The birth year of your beneficiary
Once we receive and process your request, we will then process it with our custodian - and, then you should be all set!