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Designate or update a beneficiary on chase.com

J.P. Morgan Wealth Management. Designate or update a beneficiary on your individual investment account on chase.com videoOpens Overlay

 

Designate or update a beneficiary on your individual investment account

Learn how to designate one or more beneficiaries to inherit the assets from your individual investment account (such as a brokerage or retirement account). It’s easy to do with your mobile deviceand you can change them at any time. To learn more about beneficiaries for your J.P. Morgan Wealth Management accounts visit our Beneficiary guide.

  1. Step oneSign in to chase.com
  2. Step twoChoose the “Profile & Settings” icon
  3. Step threeChoose “Investments” then choose “Beneficiary center”
  4. Step fourGo to “Manage your beneficiaries” and choose “Get started”
  5. Step fiveChoose the account you want to update
  6. Step sixTo add a new beneficiary, choose “Add beneficiaries”
  7. Step sevenFill out the required fields and choose “Next”
  8. Step eightConfirm the beneficiary address format and choose “Save”
  9. Step nineIf you designate more than one beneficiary, make sure the total Percentage (%) adds up to 100%; choose “Next”
  10. Step tenRead the disclosures, check the box to agree to the terms and conditions, then choose “Next”
  11. Step elevenReview the beneficiary information; “Previous screen” to make any changes, otherwise choose “confirm”
  12. Step twelveChoose “Close”
  13. Step thirteenWe'll send a confirmation to your primary email address on file; you’ll receive an annual reminder to review your beneficiary information and ensure it is up-to-date

 

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