How to name beneficiaries and fund a trust at Computershare
Covers 4 investment accounts — beneficiaries can be updated by phone
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
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)
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
Preparing your Computershare registered shareholdings for transfer starts with the beneficiary or registration on file, which controls who inherits without probate. Where it applies, Computershare accounts can also be titled to a revocable living trust; the right approach depends on the account type and your broader plan.
The transfer rules at Computershare vary across 4 registered shareholdings. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- TOD availability and the exact form vary by the company whose shares are registered
- A medallion signature guarantee may be required to add or change a beneficiary designation
- A TOD beneficiary designation passes shares outside the will and outside probate
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.
Download these Computershare instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Computershare primary sources. Bring it to the branch or keep it beside the phone.
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
Computershare Investor Services (phone numbers are company-specific; look up the number for the specific company through Investor Center)
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
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)
Computershare, PO Box 43006, Providence, RI 02940-3006. Overnight/certified/registered delivery: Computershare, 150 Royall Street, Suite 101, Canton, MA 02021.
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