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Designating your account beneficiaries is an important part of your financial planning. Make sure your legacy is directed as you choose by managing your beneficiaries for your American Century Investments® accounts.
Manage beneficiaries for your retirement accounts securely online*. Retirement accounts include Traditional IRA, Rollover IRA, Roth IRA, Roth Conversion IRA, Minor IRA, and Minor Roth IRA.
Follow these step-by-step directions below:
*Naming a trust as a beneficiary: If you would like to add a new or modify an existing trust or other entity as a beneficiary, please complete the Designation of Beneficiary form and return accompanied with any additional documentation, as indicated in the form. Naming a trust as a beneficiary can be completed online for Workplace Retirement Accounts. Generally, an entity has a separate identifiable existence that is created for legal or tax purposes. Examples of entities include a trust, charity, your estate, endowment, partnership, corporation, etc.
Please review the Transfer on Death Rules and download a Transfer on Death (TOD) Agreement .
Taxable accounts are accounts that are reportable to the IRS on an annual basis, meaning you are taxed on any:
Make sure your legacy is directed as you choose by managing your beneficiaries for your American Century Investments® accounts.
Manage beneficiaries for your workplace retirement accounts securely online. Workplace retirement accounts include 403(b) Plan, 457(b) Plan, SEP IRA, SIMPLE IRA and SARSEP Plan.
Online beneficiary management is not available for Brokerage accounts. To update your beneficiaries, please download and submit the Brokerage Designation of Beneficiary form.