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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Nuveen→Preparing your estate

How to name beneficiaries and fund a trust at Nuveen

Covers 6 investment, and 3 retirement accounts — beneficiaries can be updated by phone

Nuveen

Subsidiary of TIAA (Teachers Insurance and Annuity Association of America)

nuveen.com→
Nuveen logo

Nuveen Funds — Individual Investors

Phone800-257-8787
Mailing Address

Nuveen Funds, c/o the fund transfer agent, P.O. Box 219140, Kansas City, MO 64121-9140 (overnight or courier: Nuveen Funds, 801 Pennsylvania Ave, Suite 219140, Kansas City, MO 64105-1307)

Nuveen Funds (second individual-investor line listed on nuveen.com)
800-223-1200
Financial professionals
800-752-8700
WebsiteLearn more→

Nuveen Funds — Individual Investors

Phone800-257-8787
Mailing Address

Nuveen Funds, c/o the fund transfer agent, P.O. Box 219140, Kansas City, MO 64121-9140 (overnight or courier: Nuveen Funds, 801 Pennsylvania Ave, Suite 219140, Kansas City, MO 64105-1307)

Nuveen Funds (second individual-investor line listed on nuveen.com)
800-223-1200
Financial professionals
800-752-8700
WebsiteLearn more→

Nuveen Funds shareholder services (the fund transfer agent, SS&C Global Investor & Distribution Solutions, Inc.)

Phone800-257-8787
Mailing Address

Nuveen Funds, P.O. Box 219140, Kansas City, MO 64121-9140. Overnight or courier: Nuveen Funds, 801 Pennsylvania Ave, Suite 219140, Kansas City, MO 64105-1307. Directly registered closed-end fund shares instead go to Nuveen Funds c/o Computershare, PO Box 43006, Providence, RI 02940-3006 (overnight: Nuveen Funds c/o Computershare, Royall Street, Suite 101, Canton, MA 02021).

WebsiteNotify online→
Verified Jul 2026

There are two ways to keep your Nuveen investment accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.

Each of Nuveen's 9 investment accounts has different rules for how it transfers at death. The sections below explain the options for each.

Nuveen Mutual Funds — Account Held Directly with the FundNuveen Mutual Funds — Held in a Brokerage Account (Street Name)Nuveen ETFsNuveen Closed-End Fund Shares — Directly Registered (Computershare)Nuveen Closed-End Fund Shares — Held in Street Name at a BrokerSeparately Managed Accounts (SMAs)
1
Call Nuveen Funds at 800-257-8787 (the individual-investor line published on https://www.nuveen.com/en-us/contact-us). The representative reaches the transfer agent's shareholder-servicing records.
2
Say whether the account is a non-IRA fund account (TOD registration) or an IRA (custodian beneficiary designation) — they are different forms.
3
Request that the correct form be sent to you. A designation cannot be completed over the phone; it has to come back signed.

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Nuveen does not publish a downloadable transfer-on-death registration form today; the form must be requested from Nuveen Funds at 800-257-8787
  • A medallion signature guarantee (not a notarization) is required on Nuveen Funds transfer and re-registration requests
  • Beneficiary designations for ETFs, SMAs, and street-name fund shares are made at the brokerage custodian, not at Nuveen
  • Directly registered closed-end fund shares are designated through Computershare, not Nuveen
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • nuveen.com
  • documents.nuveen.com
  • computershare.com
  • sec.gov
  • secureaccountview.com

Data sourced from Nuveen primary sources (12 pages reviewed). How we research.

Download these Nuveen instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Nuveen primary sources. Bring it to the branch or keep it beside the phone.

Nuveen

Subsidiary of TIAA (Teachers Insurance and Annuity Association of America)

nuveen.com→
Nuveen logo

Nuveen Funds — Individual Investors

Phone800-257-8787
Mailing Address

Nuveen Funds, c/o the fund transfer agent, P.O. Box 219140, Kansas City, MO 64121-9140 (overnight or courier: Nuveen Funds, 801 Pennsylvania Ave, Suite 219140, Kansas City, MO 64105-1307)

Nuveen Funds (second individual-investor line listed on nuveen.com)
800-223-1200
Financial professionals
800-752-8700
WebsiteLearn more→

Nuveen Funds — Individual Investors

Phone800-257-8787
Mailing Address

Nuveen Funds, c/o the fund transfer agent, P.O. Box 219140, Kansas City, MO 64121-9140 (overnight or courier: Nuveen Funds, 801 Pennsylvania Ave, Suite 219140, Kansas City, MO 64105-1307)

Nuveen Funds (second individual-investor line listed on nuveen.com)
800-223-1200
Financial professionals
800-752-8700
WebsiteLearn more→

Nuveen Funds shareholder services (the fund transfer agent, SS&C Global Investor & Distribution Solutions, Inc.)

Phone800-257-8787
Mailing Address

Nuveen Funds, P.O. Box 219140, Kansas City, MO 64121-9140. Overnight or courier: Nuveen Funds, 801 Pennsylvania Ave, Suite 219140, Kansas City, MO 64105-1307. Directly registered closed-end fund shares instead go to Nuveen Funds c/o Computershare, PO Box 43006, Providence, RI 02940-3006 (overnight: Nuveen Funds c/o Computershare, Royall Street, Suite 101, Canton, MA 02021).

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Nuveen accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Nuveen accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Is this your situation?

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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