Life Events: Transitioning Accounts to New Owners

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Designate a beneficiary on an account

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

Transferring a retirement account

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

Transferring a nonretirement account

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

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.

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We look forward to helping you with your investment needs