Actions to consider
Consider talking to your financial professional. They can offer advice and help you make decisions when going through a major life event or change.
You can log in and complete account updates and perform transactions for most account types.
Identify how you would like to take a distribution from your account
- Take a one-time distribution
- Set up or modify an automatic distribution plan
- Download the Add/Update Bank Information form (PDF) to link a bank account to receive distributions
Review the investment allocations in your account
- Complete a one-time exchange or rebalance in an account
- Set up or modify an automatic rebalance plan
- Set up or modify an automatic exchange plan
Review the beneficiaries on your account
- Review or update the beneficiaries on your IRA and/or transfer on death account
Review the personal and banking information on your account
- Update your address
- Update your email address to ensure you receive alerts about account activity, security and document availability
- Update your bank account information