HOW TO
Set Beneficiaries.
Designate who you would like to receive your retirement account benefits.
1. Before You Begin
You must be logged in to your account to make changes: http://leverageretirement.io/login
2. Navigate to the Beneficiary Election Page
❶ Hover your mouse over the MY PROFILE icon in the upper right corner of your web browser
❷ Now click Beneficiaries on the left side menu
3. Make your election & Submit your changes
❶ Click Add Primary Beneficiary to designate who will receive your account balance first.
❷ Click Add Contingent Beneficiary to designate a backup beneficiary if your primary beneficiary is unable to receive the funds.
❸ Review & Save
If naming multiple beneficiaries, ensure the allocation for each beneficiary type totals 100%.
Review your selections, then click Save at the bottom of the page.
Important for Married Participants
By law, your spouse must be listed as 100% Primary Beneficiary unless they provide written consent to waive that right. If you would like to designate your spouse as less than 100% Primary Beneficiary, you must complete the Spousal Consent form and obtain your spouse’s signature in the presence of a notary.
① Download the Spousal Consent Form and
② Upload a copy of the notarized form through our secure upload portal.