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.