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How do I make changes to my inheritance plan?

Updated over 2 weeks ago

To make changes to your Inheritance Plan after it has been authorized:

  1. Go to the Inheritance section within the Settings tab of your Onramp Dashboard.

  2. You will need to unauthorize your current plan by signing a Revocation of Transfer on Death Agreement & Designation of Beneficiaries (TODADB).

  3. Once revoked, you can update your beneficiary details and authorize a new plan by signing the updated Transfer on Death agreement.

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