Can I change my beneficiary designation after enrolling?

Asked 4 months ago
Yes, individuals can change their beneficiary designation after enrolling in a JPMorgan Retirement Plan. It is important for account holders to keep their beneficiary information current to ensure their assets are distributed according to their wishes. Typically, the process for changing a beneficiary designation can be completed through the account management tools available on the JPMorgan Retirement website. Account holders may need to provide specific information, such as the name and relationship of the new beneficiary, as well as their Social Security number or tax identification number. Additionally, it is advisable to review the beneficiary designations periodically, especially after major life events like marriage, divorce, or the birth of a child. For more specific guidance on making these changes, individuals should refer to the relevant section on the JPMorgan Retirement website, where they can find the necessary forms and additional details.
Jeff Whelpley is the editor / author responsible for this content.
Answered Aug 6, 2025

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