In order to view your account balance, please complete the online registration form. You can register by going to getleverage.io/register.

Last, but certainly not least, designate your beneficiary(ies). Don’t leave it up to the government to decide! Here are the steps:

1. Log into your 401k account, click the settings icon in the top right corner, then click “Beneficiary”

2. Select "Add Beneficiary" and then enter the required information. Click "Continue" when finished.

3. You will be taken to a screen to review your changes. If you need to add more beneficiaries, click on "Add Beneficiary" and repeat steps 1-3 until all desired beneficiaries have been added.

4. When you are done adding beneficiaries, click "Apply Changes" on the review screen.

That’s it! Feel free to make changes to your beneficiaries online at any time.

If you are married: You are required by law to have your spouse as 100% Primary Beneficiary unless you get their consent. If you choose to have your spouse as less than 100% Primary Beneficiary, complete the Designation of Beneficiary form which includes obtaining your spouse’s signature in the presence of a notary. Download the form under Client Resources>Forms.