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Get answers to all your questions about the application process and SIMPLE IRA here

Can I add beneficiaries later if I skip now?

To add beneficiaries, you must follow the steps given below.

Step 1: Sign in to your WealthRabbit Account.
Step 2: Navigate to the ‘Plan Details’ section and click on ‘Add Beneficiary.’



Step 3:
You can enter the beneficiary details and click ‘Save and Continue’ or add more beneficiaries by clicking on ‘Save and Add Another.’



 

 

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