Get Stash Beneficiary Form

The Stash Beneficiary Form allows users to designate or change beneficiaries for their accounts. Completing this form online requires attention to detail to ensure that your intentions are clearly reflected.

Follow the steps to complete your beneficiary designations online.

1. Click ‘Get Form’ button to obtain the Stash Beneficiary Form and open it in your preferred editor.
2. In Section 1, enter the account owner’s information, including the account number, name, social security number, and date of birth. If there is a joint owner, provide their details too.
3. Specify the residential address where the account owner resides. Note that P.O. Boxes are not allowed in this section. If applicable, provide a different mailing address.
4. In Section 2, designate your primary beneficiaries. Enter their names, dates of birth, social security numbers, and the percentage of the account to be allocated to each beneficiary. Ensure that the total percentage equals 100%. If designating secondary beneficiaries, repeat the process.
5. For Section 3, spousal consent may be needed if you reside in a community property state and have not designated your spouse as the primary beneficiary. Obtain the necessary signatures.
6. Review Section 4, which contains guidelines and disclosures about the Transfer on Death designation. It is advised to consult professionals if needed.
7. Finally, in Section 5, all account owners must sign and date the form to confirm that they agree to the terms and understand the instructions provided earlier.
8. After completing the form, save your changes. You can choose to download, print, or share the completed form as necessary.

Complete your Stash Beneficiary Form online today to ensure your beneficiaries are properly designated.