Your named beneficiaries are reflected on the Investment Certification acknowledgement you received when the account was opened. If you subsequently added or changed a beneficiary on an existing account, those modifications are acknowledged in a letter sent to you. To confirm beneficiary information on an existing account, call us at 800-843-5233.
You may complete a Beneficiary Designation Form (PDF) at any time to add or change a beneficiary. For jointly held investments, we require the signature of all owners to process the request.
Important: To ensure the accuracy of our records, a newly executed Beneficiary Designation Form replaces, in its entirety, all prior beneficiary forms. The beneficiaries named on the most current form will be the only beneficiaries recognized by LCEF.
Click here to download the application
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