Trust Beneficiary Shall Form Fidelity
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FAQ
Hear this out loud PauseTo leave property to your living trust, name your trust as beneficiary for that property, using the trustee's name and the name of the trust. For example: John Doe as trustee of the John Doe Living Trust, dated January 1, 20xx.
Hear this out loud PauseHere's how: For insurance and other accounts, the provider will usually ask you to name a beneficiary when you open the account, but you can fill out a form online or in person to designate or change beneficiaries at any time. Contact your insurance provider or financial institution to request the necessary forms.
Hear this out loud PauseWho can I name as a beneficiary? You may name any person, trust, or entity as a beneficiary.
To complete the trust account opening process, you'll need to have your trust agreement in hand. If you don't have a trust agreement yet, consider consulting an estate planning attorney. Opening your trust account online is simple and secure, and should only take about 15 minutes.
You may establish or update beneficiaries on your Fidelity retirement accounts, brokerage non-retirement accounts, or annuity accounts by downloading and submitting a Beneficiary Designation Form.