If you no longer wish to have a beneficiary on your account, we would be happy to update this accordingly in your profile.
To proceed, you will need to submit a request with our support team with the following details:
- 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!