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  • Stash Beneficiary Form

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TRANSFER ON DEATH DESIGNATION FORM Use this form to designate or change Transfer on Death (TOD) beneficiaries on your individual or joint account(s). Do not use this form to designate beneficiaries.

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Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write “children” on one of the lines; instead write the full names of each of your children on separate lines.

Yes, you will need to designate a beneficiary to your Stash Retire account (even if you already have one for a Stash Invest account). You can name the same person as the beneficiary of both accounts.

Generally speaking, you're free to transfer or withdraw money out of Stash whenever you want. There are a few caveats, though: If you have investments, first you have to sell those and wait for the SEC-mandated holding period to be over. For more information on this, check out this article.

The beneficiary for an account, of course, is the person you want to benefit from the account after you die. Beneficiaries can be named for individual retirement accounts (IRAs), mutual funds, annuities, and life insurance policies.

If you would like to add a beneficiary to your Stash Retire account, please fill out this form and email it to support@stash.com.Both the beneficiary form for your Stash Retire and your Stash Invest account will require your account number. For directions on how to find your account number. Was this answer useful?

All Stash accounts are held by our trusted partner and custodian Apex Clearing, a registered broker-dealer regulated by FINRA. At Apex, your investments are protected up to a maximum of $500,000 total, including $250,000 in cash balances through the Securities Investor Protection Corporation (SIPC).

Stash offers access to a banking account with no overdraft fees or minimum balance through Stride Bank. It lets you save automatically using roundups and auto-invest, and it also lets you set goals by separating your cash into spaces for specific purposes.

Stash offers access to FDIC-insured banking accounts through Stride Bank N.A., member FDIC.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232