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How do I revoke or make changes to my inheritance plan?

To make changes to your inheritance plan after it has been authorized, you’ll revoke your current plan and authorize a new one.

Revoke or update your plan

  1. Go to the Inheritance section within the Settings tab of your Onramp dashboard.

  2. Select Revoke and unauthorize your current plan by signing a Revocation of Transfer on Death Agreement & Designation of Beneficiaries (TODADB).

  3. Once revoked, update your beneficiary details and authorize a new plan by signing the updated Transfer on Death agreement.

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