How to name beneficiaries and fund a trust at Broadridge
Covers 3 investment accounts at Broadridge
Broadridge Corporate Issuer Solutions - Shareholder Services
Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718
Broadridge Corporate Issuer Solutions - Transfer / Legal Transfers
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.
Broadridge Corporate Issuer Solutions - Shareholder Services
Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718
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.
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
Sources
Data sourced from Broadridge primary sources (4 pages reviewed). How we research.
Download these Broadridge instructions
Download instructions for the whole estateA 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 Corporate Issuer Solutions - Shareholder Services
Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718
Broadridge Corporate Issuer Solutions - Transfer / Legal Transfers
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.
Broadridge Corporate Issuer Solutions - Shareholder Services
Broadridge Corporate Issuer Solutions, P.O. Box 1342, Brentwood, NY 11717-0718
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