Contact Us:
800-977-2947
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
After hours? Click to submit
an inquiry.
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Add or Change a Beneficiary on your Individual
Retirement Account (IRA)
Please follow the instructions below to add/update your beneficiaries.
In the unfortunate event of your passing, keeping your beneficiaries up to date will ensure that your wishes are met and help the beneficiaries avoid probate.
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Instructions and Links
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Additional Information
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To add or update your beneficiaries, we will require a completed and signed Beneficiary Designation Form.
To complete this transaction via DocuSign, please click the applicable link below:
Spousal Consent Not Required
Spousal Consent Required
If you prefer to mail the request to us, please print the form from here.
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If you live in a community or marital property state and name someone other than or in addition to your spouse as primary beneficiary, your spouse must sign in the spousal consent section.
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If a trust will be designated as a beneficiary, we require a copy of the trust agreement.
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Consider the fund’s investment objectives, risks and charges and expenses carefully before you invest. The fund’s prospectus and summary prospectus contain this and other information. Call 800-977-2947 or visit https://www.praxismutualfunds.com/ for a prospectus, which you should read carefully before you invest.
Praxis Mutual Funds are advised by Everence Capital Management and distributed through Foreside Financial Services, LLC member FINRA. Investment products offered are not FDIC insured, may lose value and have no bank guarantee.
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