Estate planning at Computershare
How to protect 4 Computershare accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Mailing Address
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
WebsiteLearn more→
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Mailing Address
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
WebsiteLearn more→
Deceased Shareholder Transfer / Estate Hub (the Estate Hub generates the transfer package and lists documents to complete and mail; some issuers use a dedicated shareholder line for deceased transfers)
Mailing Address
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
WebsiteNotify online→
Verified Jul 2026
Computershare keeps the shareholder register for the companies it serves. Directly registered shares do not sit in a brokerage account, so settling them at death means dealing with Computershare directly using its transfer requirements.
Computershare lets account holders update beneficiary designations by mail and by phone, typically taking varies by issuer. Trust funding is also available, allowing families to retitle directly held shares into the name of a revocable living trust.
Computershare provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 4 account types at Computershare.
View details →When someone dies
Death claim process
6-step process, 7 required documents, and contact information for survivors.
View details →Frequently asked questions
A medallion waiver may be available if you are a US resident and the total account value for that stock is under $10,000. The waiver requires a $50 non-refundable fee payable to Computershare and a copy of a government-issued photo ID, such as a driver's license or passport, submitted with the transfer form.
No. After the transfer, the shares can stay in book-entry form in the new owner's or trust's account. Selling is optional and can be done during the transfer process by completing the sale section of the transfer form.
Regular mail goes to Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight, certified, or registered delivery goes to Computershare, 150 Royall Street, Suite 101, Canton, MA 02021. Phone numbers are company-specific; look up the number for the particular company through Computershare Investor Center. After a successful transfer, Computershare mails a confirmation.
Sources
- computershare.com
- transferstock.computershare.com
- www-us.computershare.com
- cda.computershare.com
- deceasedestates.computershare.com
- us-deceased.computershare.com
Data sourced from Computershare primary sources (9 pages reviewed). How we research.
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Mailing Address
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
WebsiteLearn more→
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Mailing Address
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
WebsiteLearn more→
Deceased Shareholder Transfer / Estate Hub (the Estate Hub generates the transfer package and lists documents to complete and mail; some issuers use a dedicated shareholder line for deceased transfers)
Mailing Address
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Computershare accounts and other assets with trusts, beneficiary designations, and estate planning documents.
