Account Services

  • Changing the beneficiary information on an IRA account

    Changing beneficiary information on an account must be done by completing a Designation of Beneficiary for Retirement Plan Account Form.

1 Study by Hill and Foster of ProShare Advisors, published in September/October 2009 issue of Journal of Indexes.

2 Path Dependence of Leveraged ETF Returns, Marco Avellanda & Stanley Zhang. New York University, May 19, 2009. Rebalancing Leveraged and Inverse Funds, Joanne M. Hill & Solomon G. Teller, Institutional Investor Journals, 8th Annual ETF Guide, October 2009.