How to name beneficiaries and fund a trust at EQ Shareowner Services
Covers 3 investment accounts at EQ Shareowner Services
EQ Shareowner Services
EQ Shareowner Services, PO Box 64856, St. Paul, MN 55164-9442
EQ Shareowner Services - Transfers
EQ Shareowner Services, PO Box 64874, Saint Paul, MN 55164-0874
EQ Shareowner Services - Deceased Shareholder Transfers
EQ Shareowner Services, PO Box 64874, Saint Paul, MN 55164-0874
Preparing your EQ Shareowner Services registered shareholdings for transfer starts with the beneficiary or registration on file, which controls who inherits without probate. Where it applies, EQ Shareowner Services accounts can also be titled to a revocable living trust; the right approach depends on the account type and your broader plan.
EQ Shareowner Services offers 3 registered shareholdings, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Required Documents
- Completed Stock Power Form with Trust registration selected
- Names of trustees, trust name, and original trust date
- Trust Tax ID (SSN or EIN)
- Medallion Signature Guarantee on the current owner's signature
- Substitute Form W-9 for the new (trust) account
Special Requirements
- A new account is created for the trust registration. Account features on the prior account (such as direct deposit of dividends) do not automatically carry over and must be re-established on the new account. Original documents must be mailed; EQ does not accept faxed or emailed Stock Power Forms.
Sources
Data sourced from EQ Shareowner Services primary sources (5 pages reviewed). How we research.
Download these EQ Shareowner Services instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against EQ Shareowner Services primary sources. Bring it to the branch or keep it beside the phone.
EQ Shareowner Services
EQ Shareowner Services, PO Box 64856, St. Paul, MN 55164-9442
EQ Shareowner Services - Transfers
EQ Shareowner Services, PO Box 64874, Saint Paul, MN 55164-0874
EQ Shareowner Services - Deceased Shareholder Transfers
EQ Shareowner Services, PO Box 64874, Saint Paul, MN 55164-0874
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