To update your beneficiary online:
To update your beneficiary in writing, complete the Mutual Funds Beneficiary Designation form, including the following information:
If transferring a retirement or other tax-deferred account, you can learn more about your options to make an informed decision by visiting our Rollover Accounts page.
If transferring a general investing account (an account with no tax benefits), complete the Nonqualified Transfer form MF10136.
To transfer an account into a trust account, complete the following two forms:
Complete a Change of Registration form MF23432.
Still have questions?
Contact our Customer Support at 800-847-4836. When calling, say "mutual funds" for faster service.