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My former spouse is currently listed as my beneficiary. Where do I start changing beneficiary information on my bank accounts and investments?

April 26, 2017bank accounts Beneficiary changing Currently investments spouse

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My former spouse is currently listed as my beneficiary. Where do I start changing beneficiary information on my bank accounts and investments?

1 Answer

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Contact your local branch or investment office for instructions. Most will need this change to be documented in writing. As long as you are the primary account holder it will not involve any additional documentation or court documents.