Remember to make sure your beneficiary designations are up to date with your Trust Company accounts.
Reviewing your information annually is important. Your beneficiary designations determine who inherits your accounts and may supersede your will or trust. You should assess and update your beneficiary designations whenever you experience a major life event such as a birth, marriage,divorce, or death in the family.
To view or update your beneficiary designations follow these steps:
- Log on to your account at https://www.retirementaccountlogin.net/thetrust/
- On the top panel click the Settings Icon then select Beneficiaries
- Follow the onscreen instructions on how to add, alter or delete beneficiaries
If you have any questions call The Trust Company Customer Service at 877-673-3581