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All FAQs about beneficiaries
Your primary beneficiary is the person or entity that first receives the proceeds of your account upon your death. The contingent (secondary) beneficiary is your second choice to receive the benefit, only if the primary beneficiary dies before you.
If no beneficiaries are living at your death, any benefit is payable to your estate.
Yes. Children and trusts are eligible to be named as beneficiaries. When establishing a beneficiary,you'll identify the beneficiary type and can select child or trust.
Not if you make the update online. You can log into your account to update your beneficiaries at any time.
If you’re completing a paper form and have more beneficiaries than the form allows, you can attach a letter of instruction with the additional beneficiary information.
Beneficiary information is only viewable online if the beneficiary designations were established within the last few years. Prior to that, the beneficiary information is on file, but not viewable online.
If you would like to receive a confirmation of your current beneficiaries, call 800-842-2252.
If you see a message saying that you previously named benificiaries but we're unable to show the information online, please be assured that your beneficiary information is on record.
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