Get Acorns Beneficiary

This guide provides clear and detailed instructions for users looking to designate or update a beneficiary for their Acorns account. Completing the Acorns Beneficiary form online is an important step in ensuring your assets are transferred according to your wishes in the event of your passing.

Follow the steps to complete your Acorns Beneficiary form online.

1. Press the ‘Get Form’ button to obtain the form and open it in the appropriate editor.
2. Provide your account information in the first section. Fill in your first name, last name, Social Security number or account number, and phone number.
3. In the second section, designate your beneficiary. Enter the name of the beneficiary or trust, trustee's name (if applicable), street address, suite or apartment number, date of birth, Social Security number, city, state, relationship, and zip code. Include a phone number or tax ID number.
4. Review the disclosures section. Understand that this form cancels any existing beneficiary information and establishes a transfer on death registration for your account, which will take precedence over any other legal documents.
5. Sign the form. Affirm that the information provided is accurate and agree to the terms outlined in the Beneficiary Form and Agreement.
6. Once complete, save your changes. You may download, print, or share the form as needed. Finally, email the completed form to support@acorns.com.

Complete your Acorns Beneficiary form online today to secure your financial legacy.