Madison Trust Company Q&AAnswer
Jun 30, 2022 - 06:07 AM
If you’re looking to set up your account beneficiary, please complete the Beneficiary Designation form and upload it to our secure uploads portal.
If you have already designated beneficiaries, the new form will need to be notarized for the new document to supersede the previous designation.
If you are looking to open an account first, fill out our online application, which will include a section where you can designate beneficiaries.
If you have any further questions, please feel free to schedule a call with one of our IRA Specialists.
Please note, Madison Trust is a passive custodian and therefore, does not give legal, tax, or financial advice. Please consult with your tax advisor before making any investment decisions.
