How to name beneficiaries and fund a trust at Continental Stock Transfer
Covers 3 investment accounts — beneficiaries can be updated by phone
Shareholder Services
Continental Stock Transfer & Trust Company, 1 State Street, 30th Floor, New York, NY 10004-1561
Shareholder Services
Continental Stock Transfer & Trust Company, 1 State Street, 30th Floor, New York, NY 10004-1561
Shareholder Services / Reorganization (Deceased Shareholder / Estate Transfers)
Continental Stock Transfer & Trust Company, Attn: Reorganization, 1 State Street, 30th Floor, New York, NY 10004-1561
Preparing your Continental Stock Transfer registered shareholdings for transfer starts with the beneficiary or registration on file, which controls who inherits without probate. Where it applies, Continental Stock Transfer 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 Continental Stock Transfer vary across 3 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 registration is available only to natural persons and is subject to Continental's (STA) TOD rules
- A medallion signature guarantee may be required to register or change a TOD designation
- A TOD beneficiary designation passes shares outside the will and outside probate
Sources
Data sourced from Continental Stock Transfer primary sources (6 pages reviewed). How we research.
Download these Continental Stock Transfer instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Continental Stock Transfer primary sources. Bring it to the branch or keep it beside the phone.
Shareholder Services
Continental Stock Transfer & Trust Company, 1 State Street, 30th Floor, New York, NY 10004-1561
Shareholder Services
Continental Stock Transfer & Trust Company, 1 State Street, 30th Floor, New York, NY 10004-1561
Shareholder Services / Reorganization (Deceased Shareholder / Estate Transfers)
Continental Stock Transfer & Trust Company, Attn: Reorganization, 1 State Street, 30th Floor, New York, NY 10004-1561
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