How to designate beneficiaries at Aspiration
Covers 2 deposit, 1 investment, and 1 retirement accounts — beneficiaries can be updated by phone
Brand change
Aspiration rebranded to GreenFi on April 22, 2025. Existing Aspiration Spend & Save accounts converted automatically to GreenFi checking and savings; no member action was required. The GreenFi brand was acquired by Coastal Financial Corporation in January 2026; banking services are provided by Coastal Community Bank, Member FDIC. Estate and deceased-account inquiries are handled through GreenFi customer support (1-800-683-8529 / support@greenfi.com), not the former Aspiration channels. Effective April 2025.
The procedures below reflect Aspiration's accounts. Account servicing may transfer as the change takes effect.
GreenFi Customer Support (Death Claims)
Coastal Community Bank, PO Box 2103, Everett, WA 98213
Preparing your Aspiration accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and aligning account ownership with your broader estate plan. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Aspiration vary across 4 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Beneficiary designation is not available for deposit accounts at Aspiration.
Sources
- greenfi.com
- assets.ctfassets.net
- funds.greenfi.com
- brokercheck.finra.org
- globenewswire.com
- ir.coastalbank.com
- support.aspiration.com
Data sourced from Aspiration primary sources (23 pages reviewed). How we research.
Download these Aspiration instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Aspiration primary sources. Bring it to the branch or keep it beside the phone.
GreenFi Customer Support (Death Claims)
Coastal Community Bank, PO Box 2103, Everett, WA 98213
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