How do I add a beneficiary?
Select Profile & Account Settings from the main navigation. From the Profile & account settings page, click Beneficiaries.
On the Beneficiaries page, choose the account (for non-retirement) or account grouping (for retirement) you’d like to designate beneficiaries for. Then, designate your beneficiaries using the Add another beneficiary option. Select Continue. You'll be able to add back-up beneficiaries later.
Note: Options differ for retirement accounts and non-retirement accounts.
Choose your desired Allocation, then select Continue.
Note: You will automatically advance to the next step if you only have one beneficiary.
Select “Yes” if you would like to designate backup beneficiaries. This step is optional. If you select Yes and click Continue, you will be brought to a new screen to designate backup beneficiaries.
Review your beneficiary selections. Once you’ve reviewed the details, select Continue.
Choose if you would like to apply your beneficiary selections to your other accounts (for non-retirement) or account groupings (for retirement). Note that you will automatically skip this step if you don’t have any other eligible accounts.