How to name beneficiaries and fund a trust at D.A. Davidson
Covers 10 investment, 5 retirement, and 1 insurance accounts — beneficiaries must be updated in-branch
8 Third Street North, Great Falls, MT 59401
D.A. Davidson Trust Company
D.A. Davidson Trust Company, 8 Third Street North, Suite 200, Great Falls, MT 59401
Estate Settlement / Death Claims (handled via decedent's D.A. Davidson financial advisor or D.A. Davidson Trust Company)
D.A. Davidson & Co., Attn: Estate Settlement, 8 Third Street North, Great Falls, MT 59401
Preparing your D.A. Davidson investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
D.A. Davidson has 16 product types, and the estate transfer rules differ across them. Some support Transfer on Death (TOD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
- Provide each beneficiary's full legal name, date of birth, SSN, relationship, address, and percentage allocation
- Designate primary and contingent beneficiaries with allocations totaling 100%
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- All beneficiary changes handled through assigned financial advisor
- No confirmed self-service online beneficiary management portal
- TOD designation supersedes will provisions for the account
- Beneficiaries named on the form replace any existing beneficiary information
- All primary and contingent beneficiaries must be listed even when changing only one
Sources
Data sourced from D.A. Davidson primary sources (19 pages reviewed). How we research.
Download these D.A. Davidson instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against D.A. Davidson primary sources. Bring it to the branch or keep it beside the phone.
8 Third Street North, Great Falls, MT 59401
D.A. Davidson Trust Company
D.A. Davidson Trust Company, 8 Third Street North, Suite 200, Great Falls, MT 59401
Estate Settlement / Death Claims (handled via decedent's D.A. Davidson financial advisor or D.A. Davidson Trust Company)
D.A. Davidson & Co., Attn: Estate Settlement, 8 Third Street North, Great Falls, MT 59401
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