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Removing or Modifying a Beneficiary

To remove or modify a TOD beneficiary

1. Click Settings > Account Settings > Account Inheritance.

2. To remove a beneficiary, on the TOD Beneficiaries page, click the Remove link on the row listing the beneficiary.

3. To modify a beneficiary, on the TOD Beneficiaries page, click the Modify link on the row listing the beneficiary, then modify the information as required and click CONTINUE.
4. To view beneficiary info, click the icon.
   
   If prompted, enter the confirmation number sent to your email address and click CONTINUE.