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Add or Change a Beneficiary on your IRA

Keeping your beneficiaries up to date may help them avoid probate in the unfortunate event something was to happen to the account owner(s) as well as ensuring that your wishes for your estate are met.

·        All Beneficiary changes must be signed and sent in with the form below


I would like to…

Instructions and Forms I need…

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Add or Update my beneficiaries on my IRA




·        Please complete the IRA Beneficiary Addition Change Form online, or it can be printed, signed and mailed here.



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


Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 or visit for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.

Tocqueville and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.