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)

4. Address

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.

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