A BNY MELLON COMPANY

Accounts & Services

Retirement Account Beneficiary Designation Form Instructions

In order to add or change beneficiary information on your Individual Retirement Account (IRA), please complete the Beneficiary Designation Form. This form may be used to add or change beneficiaries on multiple IRA accounts provided the account ownership and the changes to beneficiary information are identical for all accounts. The information on this form will supersede all other beneficiary information on file.

In completing the form, please be sure to include the following information for the new primary and secondary (if any) beneficiary(ies): Full name and address, Social Security number, relationship to IRA holder, and date of birth. If you choose to select multiple primary or secondary beneficiaries, you must provide the percentage allotted to each, totaling 100%.


Please mail the completed form to:
For registered/certified mail please mail to:
Dreyfus Shareholder Services
P.O. Box 9879
Providence, RI 02940-8079
Dreyfus Shareholder Services
4400 Computer Drive
Westborough, MA 01581

Upon receipt of the required documentation in proper order, we will process your request. Written confirmation of the new beneficiary(ies) will be sent upon request.

At Dreyfus, we appreciate the opportunity to assist you with your financial needs. If you have any further questions, please contact us.

Dreyfus Retirement Account Beneficiary Designation Form

Download a prospectus for more complete information on any Dreyfus fund, including management fees, charges, expenses, and share classes, as applicable. Please read it carefully before you invest.