Estate planning and settlement at MissionSquare
Name beneficiaries online and report a death at 1-800-669-7400
MissionSquare is a retirement provider managing 10 retirement retirement accounts. These tax-advantaged accounts transfer by beneficiary designation—not by will—making it critical to keep designations current and aligned with broader estate planning goals.
MissionSquare lets account holders update beneficiary designations online, by phone, and by mail. Trust funding options vary by account type—check with MissionSquare for specifics.
There are two sides to estate planning at MissionSquare: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 10 account types at MissionSquare.
Preparing your estate →Death claim process
Report the death to MissionSquare's Participant Services at 1-800-669-7400. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact MissionSquare's Workflow Management Team at 1-800-669-7400. Email inquiries can be sent to wealth@missionsquare.com.
Sources
Data sourced from MissionSquare primary sources (15 pages reviewed). How we research.
MissionSquare customer support
Participant Services
Phone
Toll-free
MissionSquare Wealth Management
Plan sponsors only
403(b) plan rules
Telecommunications Relay Service (TRS)
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your MissionSquare accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
