Keep your vault beneficiaries up to date, especially after major life changes.
It is optional but highly recommended that you set a beneficiary for each vault in your individual account. Beneficiaries can be individuals, such as your spouse, children, relatives, friends, or entities like charities, businesses, or trusts. See our eligibility guide if you have any questions about who can be a beneficiary.
How to add or update personal vault beneficiaries:
- Navigate to the personal vault you want to change, scroll to the Vault tools section, and click Add next to Vault beneficiaries.
- On the slideout page, enter the information for your primary beneficiary and optionally designate a contingent beneficiary. Press Submit and sign.
- Electronically sign the Certificate of Ownership by typing your legal name into the field at the bottom of the document. Scroll to the bottom of the document to click Sign document.
Tip: Once you add a beneficiary to your vault, you can download a copy of the beneficiary certificate for your records from the Vault Tools section.
Note: No contents of this post may be relied upon as tax, legal, or financial advice, as they have not been tailored to you and have not been reviewed by any attorney, financial advisor, or tax professional. For any questions related to your own specific situation, please consult with your own attorney, tax professional, and/or licensed financial advisor.