How do I add a beneficiary for my Ellevest Digital, Premium or membership IRA account?

You can add a primary beneficiary to your Ellevest Digital, Premium or membership IRA account by navigating to Investing & Banking at the top of your dashboard and selecting Beneficiaries from the Settings dropdown. 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.