How to name beneficiaries and fund a trust at Fundrise
Covers 4 investment, and 3 retirement accounts — beneficiaries can be managed online
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Investor Relations / Estate Claims
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Estate planning for your Fundrise investment accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
Fundrise offers 7 investment accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
- Select beneficiary type from the dropdown: Individual, Trust, Entity, or Estate
- Enter the beneficiary name, relationship, and percentage allocation
- For a trust beneficiary: select "Trust" from the Relationship dropdown and enter the trust name
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- All beneficiaries must be 18+ and permanent U.S. residents for tax purposes
- Beneficiaries must be eligible to hold Fundrise shares
- Multiple beneficiaries can be added with percentage allocations
- Fundrise does NOT offer Transfer on Death (TOD) registration as a separate account type; beneficiary designation is the only non-trust survivorship mechanism on taxable accounts
- IRA beneficiary designations are managed by Inspira Financial (the custodian), not through Fundrise account settings — use the Inspira secure portal or mail/fax the form to 2001 Spring Road, Suite 700, Oak Brook, IL 60523; fax (630) 472-5969
Sources
Data sourced from Fundrise primary sources (16 pages reviewed). How we research.
Download these Fundrise instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Fundrise primary sources. Bring it to the branch or keep it beside the phone.
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Investor Relations / Estate Claims
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
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