To change the death beneficiary on an IRA account, do the following:

1. In Xperience > SilverLake > StreamLine Platform Menu > Recall existing accounts from Core.
2. On the Inquiry/Website Selection page, click OK.
3. From the Application drop-down menu, choose T-Time Deposit.
4. Click Select.
5. In the Account Number field, enter the IRA account number.
6. From the Platform Type drop-down menu choose *MD- Miscellaneous CD Documents.
7. Click Select.
8. Click OK on each page until you reach the listing of IRA documents.
9. Type Y on line 681 IRA, RTH, SIM, SEP-Desig/Chnge Benef.
10. Enter the new beneficiary information (name, address, DOB, SSN).
    • Beneficiary Dist % will be dependent on how many beneficiaries are listed (for example: 1 ben would be 100%, 2 ben would be 50% each, and so on).
11. The contingent beneficiary section is optional.
12. When signing the document the spousal consent section is not applicable in the state of Florida or Georgia. The client signs as IRA owner and the associate signs on behalf of the bank as the IRA custodian.