How Do I Add A Beneficiary To My Treasurydirect Account?

How to Add a Beneficiary to Your TreasuryDirect Account

Your TreasuryDirect account is a valuable asset, and it’s important to make sure that your beneficiaries are listed in case something happens to you. Adding a beneficiary to your account is a simple process, and it can be done online in just a few minutes.

In this article, we’ll walk you through the steps of adding a beneficiary to your TreasuryDirect account. We’ll also provide some tips on choosing the right beneficiary and what to do if you need to change your beneficiary information.

So if you’re ready to learn how to add a beneficiary to your TreasuryDirect account, keep reading!

Step	Action	Explanation
1	Log in to your TreasuryDirect account.	You can do this by visiting the TreasuryDirect website and entering your username and password.
2	Click the “Beneficiaries” tab.	This tab is located in the top navigation bar.
3	Click the “Add Beneficiary” button.	This button is located in the bottom right corner of the page.
4	Enter the beneficiary’s information.	This includes their name, address, and Social Security number.
5	Click the “Save” button.	This will add the beneficiary to your account.

Who Can Be a Beneficiary?

A beneficiary is a person or organization that you designate to receive your TreasuryDirect holdings if you die. You can have as many as five beneficiaries, and you can designate different beneficiaries for different types of holdings.

To be eligible to be a beneficiary, a person must be:

• A U.S. citizen or resident alien
• At least 18 years old
• Not a bankrupt or insolvent person

An organization can be a beneficiary if it is:

• A nonprofit organization
• A government agency
• A trust

How to Add a Beneficiary

To add a beneficiary, you must log in to your TreasuryDirect account and click on the “Beneficiaries” tab. You will then be able to enter the information for your beneficiary, including their name, address, and relationship to you. You can also choose whether the beneficiary will receive your holdings outright or in a trust.

Once you have entered the beneficiary information, click on the “Save” button. Your beneficiary will be added to your account, and you will receive a confirmation email.

You can change or remove a beneficiary at any time by logging in to your TreasuryDirect account and clicking on the “Beneficiaries” tab.

Adding a beneficiary to your TreasuryDirect account is a simple process that can help ensure that your holdings are distributed to the people you want them to go to if you die. By taking this step, you can provide peace of mind for yourself and your loved ones.

Here are some additional resources that you may find helpful:

• [TreasuryDirect: Beneficiaries](https://www.treasurydirect.gov/govt/help/faq/treasurydirect/ beneficiaries.htm)
• [TreasuryDirect: How to Add a Beneficiary](https://www.treasurydirect.gov/govt/help/faq/treasurydirect/ addbeneficiary.htm)
• [TreasuryDirect: Changing or Removing a Beneficiary](https://www.treasurydirect.gov/govt/help/faq/treasurydirect/ changebeneficiary.htm)

How Do I Add A Beneficiary To My Treasurydirect Account?

Adding a beneficiary to your TreasuryDirect account is a simple process that can be completed online. By adding a beneficiary, you can ensure that your assets will be distributed according to your wishes in the event of your death.

To add a beneficiary to your TreasuryDirect account, follow these steps:

1. Log in to your TreasuryDirect account.
2. Click the “Account” tab.
3. Click the “Beneficiaries” link.
4. Click the “Add Beneficiary” button.
5. Enter the information for your beneficiary, including their name, Social Security number, and relationship to you.
6. Click the “Save” button.

Your beneficiary will be notified by email that they have been added to your account.

Types of Beneficiaries

There are three types of beneficiaries that you can add to your TreasuryDirect account:

• Primary beneficiary: This is the person who will receive your assets if you die without a will.
• Contingent beneficiary: This is the person who will receive your assets if your primary beneficiary dies before you do.
• Residuary beneficiary: This is the person who will receive any assets that are left after your primary and contingent beneficiaries have received their share.

You can have as many beneficiaries as you want, but you can only have one primary beneficiary.

Changing or Removing a Beneficiary

You can change or remove a beneficiary at any time by following these steps:

1. Log in to your TreasuryDirect account.
2. Click the “Account” tab.
3. Click the “Beneficiaries” link.
4. Click the “Edit” or “Delete” button next to the beneficiary you want to change or remove.
5. Enter the new information for the beneficiary or click the “Delete” button.
6. Click the “Save” button.

Your changes will be reflected in your account immediately.

Adding a beneficiary to your TreasuryDirect account is a simple and important step that can help to ensure that your assets are distributed according to your wishes. By following the steps in this guide, you can add a beneficiary to your account in just a few minutes.

How do I add a beneficiary to my TreasuryDirect account?

To add a beneficiary to your TreasuryDirect account, follow these steps:

1. Log in to your TreasuryDirect account.
2. Click the “Beneficiaries” tab.
3. Click the “Add Beneficiary” button.
4. Enter the beneficiary’s information, including their name, Social Security number, and relationship to you.
5. Click the “Save” button.

Your beneficiary will be added to your account and will be notified by email.

What are the different types of beneficiaries I can add?

You can add the following types of beneficiaries to your TreasuryDirect account:

• Primary beneficiary: The primary beneficiary is the person who will receive your assets if you die without a will.
• Secondary beneficiary: The secondary beneficiary is the person who will receive your assets if your primary beneficiary dies before you do.
• Contingent beneficiary: The contingent beneficiary is the person who will receive your assets if both your primary and secondary beneficiaries die before you do.

Can I change or remove a beneficiary?

Yes, you can change or remove a beneficiary at any time. To do so, log in to your TreasuryDirect account and click the “Beneficiaries” tab. From there, you can edit or delete the beneficiary’s information.

What happens if I don’t have a beneficiary?

If you don’t have a beneficiary listed on your TreasuryDirect account, your assets will be distributed according to the laws of your state. This may not be the outcome you want, so it’s important to make sure you have a beneficiary listed.

How can I get more information about beneficiaries?

For more information about beneficiaries, please visit the TreasuryDirect website or call 1-800-872-2878.

In this article, we have discussed how to add a beneficiary to your TreasuryDirect account. We covered the steps involved in adding a beneficiary, as well as the different types of beneficiaries that you can choose. We also provided some tips on how to choose the right beneficiary for your account.

We hope that this article has been helpful. If you have any other questions about adding a beneficiary to your TreasuryDirect account, please do not hesitate to contact us.