You can add a primary beneficiary to your Ellevest Digital or Premium IRA account by clicking on “Banks & Statements” in the toolbar on the left-hand side of your Ellevest Dashboard, and then navigating to the “Beneficiaries” tab. If you would like to add a contingent beneficiary as well, then you will need to complete this form and return it to Folio.
Please note that if you live in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin, and don’t set your spouse as the 100% beneficiary of your account, then you have to complete this form and get your spouse to sign Part 4 on page 2.