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How to Update a Primerica IRA Beneficiary

By Business & Finance Last updated Friday, April/19/2024

1). Call Primerica or your Primerica agent. You can call Primerica's customer service department at (800) 544-5445 or in writing.

Primerica, Inc.

3120 Breckinridge Blvd.

Duluth, GA 30099

primerica.com
2). Request a change of beneficiary form for your IRA from the customer service agent. A change of beneficiary form will allow you to name new beneficiaries for your IRA.
3). Fill out the change of beneficiary form and return it to Primerica. The form will ask for your name, address, Social Security number and other personal information. Make sure that your new beneficiary understands that she is the beneficiary for your IRA. While it is not mandatory that you get permission before appointing a beneficiary, it's generally a good idea.