Skip to main content

How do I add, update or change the Account Designated Representative (ADR) or Interested Party (IP) information on my account?

Updated over a year ago

You can add, update or change Account Designated Representative (ADR) and/or interested party information by completing our Information Update Request Form.

For further assistance, please contact support.

Related Articles
How do I take a distribution from my account?
How do I add, update or change my payment information?
How do I add, update or change my contact information?
How do I add, update or change beneficiary information on my account?
What are my options if I do not have enough cash in my account to take the Required Minimum Distribution (RMD)?
Did this answer your question?