If you’d like to learn more about how you can hold Bitcoin in your retirement portfolio, book a call with one of our Swan IRA specialists today.
To add a beneficiary to your Swan IRA, please use the link below. A separate beneficiary form must be completed for each Swan IRA account you hold.
Submit Beneficiary Form via DocuSign
You can locate your IRA account number under the Settings tab in your Swan IRA dashboard, as shown below.
Important: Your beneficiary designation is not finalized until you receive a confirmation email from Equity Trust.
Reminders:
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The total of all beneficiary percentages must equal 100%.
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You must use the email address associated with your Swan account when completing the form.
Why should I add a beneficiary?
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Avoids probate: Assets transfer directly to your beneficiary.
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Ensures your wishes are followed: Prevents default state decisions.
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Eases the process for loved ones: Clear instructions reduce delays and stress.
If you have any questions, please contact us at IRA@swanbitcoin.com.