We collect information because we need to be able to accurately identify designated beneficiaries in the situation the owner does pass away.
To add a beneficiary, we need the following information for each individual:
1. First and Last name
2. Date of birth
3. Social Security Number(SSN)/Individual Tax Identification Number (ITIN)
5. Phone number
If we don't capture this information, there is a possibility we won't be able to identify your designated POD to properly disperse your money as desired.