Planning for your account and your family
[CONFIRM] Log in to your dashboard, open your account settings, and add a primary beneficiary and, if you wish, a contingent beneficiary. For IRAs, beneficiaries are designated with Equity Trust.
Read More[CONFIRM] Yes, you can name a minor, but a minor can't own a CREB account directly. A custodian or guardian may be required before funds are transferred, which can cause delays. Some investors use a trust instead.
Read MoreYour CREB bonds keep earning interest until the account is transferred. They pass to your named beneficiary, joint owner or trust, or otherwise to your estate, once your family provides the required documents.
Read MoreContact Investor Relations to report the death. We'll ask for a certified death certificate and documents showing who's entitled to the account, then help transfer or redeem the bonds.
Read More[CONFIRM] Yes. An agent named in a valid power of attorney can manage your CREB account after we review the document. Contact Investor Relations to submit it.
Read MoreGetting started