Changing Beneficiaries

To change beneficiaries:

  1. From the IRAMC Home Page, select VIEW ALL under the Plans section.
    The Transaction Page is displayed.
  2. Locate and hover over the desired transaction to display the context menu.


  3. Click the Change Beneficiaries icon .
    The Parties Page is displayed, showing all parties associated with the selected transaction.
    Attention: Note the following limitations to the screen when changing beneficiaries:
    • You are not able to add, delete or modify the account holder, Designated beneficiary, Deceased Owner or Responsible Individual for the transaction
    • For CESA, only Successor Responsible Individual and Additional Parties are available.
    • Only Additional Parties is enabled, allow you to add beneficiaries.
    • The Plan Info link is not available from the Transaction Workflow.
  4. Click Additional Parties.
    The Parties Selection Page is displayed.
  5. Locate and click the desired party.
    The Parties page is displayed with the selected party inlcuded in the Additional Account Parties section.