Life Events: Transitioning Accounts to New Owners

Designate a beneficiary on an account

Designating a beneficiary can define how you wish to transfer your assets after your death.

• Add a beneficiary to an account

Transferring a retirement account

Upon an account owner's death, use this information to navigate next steps for retirement accounts:

• Transferring a retirement account to a beneficiary
• Transferring a retirement account without a beneficiary

Transferring a nonretirement account

Upon an account owner's death, use this information to navigate next steps for nonretirement accounts:

• Transferring an individual account
• Transferring a joint tenancy account
• Transferring a trust account

Transferring a corporate, estate, guardian, Uniform Gifts/Transfers to Minors Act account

Depending on the type of account, procedures will vary. Please contact us to discuss your specific situation.