How to name beneficiaries and fund a trust at Dimensional

Beneficiary designations for Dimensional ETFs are managed by the brokerage holding the shares, not by Dimensional directly.¹

Retirement plan beneficiary designations are governed by the plan documents and the plan administrator.¹

A trust can be named as beneficiary of an IRA.¹

A trust can be named as beneficiary of a 401(k).¹

Each beneficiary is given a percentage allocation, and primary and contingent beneficiaries can be designated.¹

The form is signed exactly as the account is registered. The transfer agent processes instructions only when signed by all registered owners.²

Completed by all registered owners. Sent by the institution on request.¹

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A TOD designation supersedes the will's provisions for the account.¹

Dimensional ETFs are held through brokerage accounts, so trust retitling is handled by the brokerage firm, not by Dimensional.¹

The funds accept a trust as a registered owner: the portfolios are available to U.S. domestic trusts with a U.S. address of record.²

Every investor must "complete and submit the necessary account registration forms in good order."²

An IRA cannot be retitled to a trust.¹

A 401(k) cannot be retitled to a trust.¹

Sent by the institution on request.¹

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Beneficiary designations and trust registrations for Dimensional mutual fund shares held directly^{2, 3}