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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Broadridge→Preparing your estate

How to name beneficiaries and fund a trust at Broadridge

Covers 3 investment accounts at Broadridge

Broadridge

Subsidiary of Broadridge Financial Solutions, Inc.

broadridge.com→
Broadridge logo

Broadridge Corporate Issuer Solutions - Shareholder Services

Phone1-800-353-0103
Emailshareholder@broadridge.com
Mailing Address

Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718

WebsiteLearn more→

Broadridge Corporate Issuer Solutions - Transfer / Legal Transfers

Emailshareholder@broadridge.com
Mailing Address

Regular mail: Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718. Overnight: Broadridge Corporate Issuer Solutions, Attn: BCIS IWS, 51 Mercedes Way, Edgewood, NY 11717-8368.

WebsiteLearn more→

Broadridge Corporate Issuer Solutions - Shareholder Services

Phone1-800-353-0103
Emailshareholder@broadridge.com
Mailing Address

Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718

WebsiteNotify online→
Verified Jul 2026

The key with your Broadridge registered shareholdings is making sure a transfer mechanism is in place—a current beneficiary designation and, where supported, trust titling. Either keeps the registered shareholdings out of probate and moving directly to the people you choose.

Each of Broadridge's 3 registered shareholdings has different rules for how it transfers at death. The sections below explain the options for each.

Direct Registration (DRS Book-Entry) SharesCertificated (Physical Stock Certificate) SharesDividend Reinvestment / Plan Shares
1
Complete the Legal Transfer Form and check "Add/Change Transfer on Death (TOD) Beneficiary"
2
Have each registered owner sign exactly as the name appears on the account, with a Medallion Signature Guarantee applied
3
Mail to Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718 (overnight: Attn: BCIS IWS, 51 Mercedes Way, Edgewood, NY 11717-8368)
By Mail Portal→

Special Requirements

  • A Medallion Signature Guarantee is required for adding or changing a TOD beneficiary
  • No additional documents are required beyond the MSG for a TOD beneficiary change
  • A TOD registration passes the shares to the named beneficiary at death outside probate
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • shareholder.broadridge.com
  • broadridge.com

Data sourced from Broadridge primary sources (4 pages reviewed). How we research.

Download these Broadridge instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Broadridge primary sources. Bring it to the branch or keep it beside the phone.

Broadridge

Subsidiary of Broadridge Financial Solutions, Inc.

broadridge.com→
Broadridge logo

Broadridge Corporate Issuer Solutions - Shareholder Services

Phone1-800-353-0103
Emailshareholder@broadridge.com
Mailing Address

Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718

WebsiteLearn more→

Broadridge Corporate Issuer Solutions - Transfer / Legal Transfers

Emailshareholder@broadridge.com
Mailing Address

Regular mail: Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718. Overnight: Broadridge Corporate Issuer Solutions, Attn: BCIS IWS, 51 Mercedes Way, Edgewood, NY 11717-8368.

WebsiteLearn more→

Broadridge Corporate Issuer Solutions - Shareholder Services

Phone1-800-353-0103
Emailshareholder@broadridge.com
Mailing Address

Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Broadridge accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Estate planning articles

Learn how to protect your Broadridge accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Is this your situation?

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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