What if my beneficiaries change?

Updating your beneficiary information is pretty quick. Just follow these instructions:

  1. Sign in at www.sharebuilder.com
  2. Go to Accounts > Overview > Profile & Settings > Account Settings (Sign In required)
  3. Choose your IRA or ESA from the Account drop-down menu
  4. Under 'Account Beneficiaries', click View / Edit
  5. Use the provided fields to enter new beneficiaries, or you can click Edit or Delete link to make changes to existing beneficiaries
  6. When you're done editing your beneficiaries, click Submit