We’re sorry for your loss. To proceed with the management of your account(s) in the event of your spouse’s passing, you can submit a request for your:
- Spousal designation to be removed on your accounts; and,
- Your assets to be transferred into new, individual accounts.
Typically, we will require additional information and paperwork; so, we encourage you to reach out so one of our team members can review your request and help guide you through the next steps.
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