Please review the 457(b) Custodial Agreement PDF before completing your application.

Owner Information

An asterisk ( * ) indicates a required field
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Designate Your Beneficiary (optional)

- By expanding this section, the following fields with an asterisk (*) are required.

- To skip Beneficiary, collapse this section and select "Continue."

- NOTE: The designation entered here replaces and revokes any prior designation you may already have on file for this plan type.


In the event of my death, pay the balance of my 457(b) as indicated above.

  • To designate multiple or secondary beneficiaries: you may do this online once your account set-up is complete or complete a Designation of Beneficiary form. If you're designating one beneficiary, you need only complete the beneficiary information in this application.
  • To designate a trust as your beneficiary: you must complete a Designation of Beneficiary form.
  • If you already have an IRA at American Century and this section is not completed, your existing designations will apply.

*Updates to a Traditional IRA also apply to a Rollover IRA and vice versa. A Rollover IRA is a Traditional IRA that only contains assets rolled over from a former qualified retirement plan.

Review and update your designation periodically, especially if there is a change in your family status (marriage, divorce, adoption of children, death of a family member) or if the information for a beneficiary changes. In the event of a divorce, a designation of a former spouse may not be valid unless you re-designate your former spouse by submitting a new beneficiary form after the divorce is final.

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