Ditch the paper and save yourself some time. TD Ameritrade clients can now edit beneficiaries electronically for retirement (Traditional IRA, Roth IRA, Rollover IRA, SIMPLE and SEP) and taxable (Individual, Joint Tenants with Rights of Survivorship (JTWROS), Joint Tenants by Entirety (TBE), and Joint Community Property with Rights of Survivorship (CPWROS) accounts.
To complete the online form, log in to your account and navigate to Client Services > My Profile > Personal Information > Manage Beneficiaries or simply select the Manage beneficiaries online button below.
If you prefer to complete a paper form, or if your account type is not supported by the online process, please download the PDF that corresponds to your account type.
IRA Account-holders: If you have a TD Ameritrade Prototype PSP account, you must use the paper form. For all the retirement account types listed above, you can use either the electronic or paper form.
Non-IRA Account-holders: All taxable account types listed above can use either the electronic or paper form.