Olympia Trust Company
FAQs
Accounts and Investment Inquiries

How can I update the beneficiary(ies) on my account(s)?

Anna Le

Updated October 07, 2021 18:56

To update the beneficiary(ies) on your account, complete a Beneficiary Change form found under the Forms And Resources: Olympia Forms page of your web portal here and email to rrspprocessing@olympiatrust.com.

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What is a self-directed account?
Who is the investment company and why should I contact them?
How can I close my account if I believe my investment is worthless?
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Can Olympia provide me updates on my investment(s)?
Can Olympia provide my investment money back to me?
Can I sell / redeem my investment?
How can I update the beneficiary(ies) on my account(s)?