Add or Update a Transfer on Death Beneficiary (Non-IRA) Praxis

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800-977-2947

Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time

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an inquiry.

Add or Change a Transfer on Death (TOD) Beneficiary

Instructions and Links

Additional Information

To add or update a TOD beneficiary on your account, we will require a completed and signed Transfer on Death Registration Form.

To complete this transaction via DocuSign, please click the applicable link below:

I have an individual account; spousal consent is not required.

I have an individual account; spousal consent is required.

I have a joint account; spousal consent is not required.

I have a joint account; spousal consent is required.

If you prefer to print the Transfer on Death Registration Form and mail it to us, please click here.

If this is a joint account, both owners need to sign. An account owner cannot be designated as a TOD beneficiary.

If a trust will be designated as a beneficiary, we require a copy of the trust agreement.

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.

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.