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

How to name beneficiaries and fund a trust at Osaic

Covers 5 investment, and 8 retirement accounts — beneficiaries must be updated in-branch

Osaic

Subsidiary of Reverence Capital Partners

osaic.com→
Osaic logo
Phone1-877-310-4977
Mailing Address

Osaic, 18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255

Osaic Institutions
1-800-987-9299
Former American Portfolios
1-800-889-3914
Former Lincoln Financial Advisors/Securities
1-800-237-3813
WebsiteLearn more→
Phone1-877-310-4977
Mailing Address

Osaic, 18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255

Osaic Institutions
1-800-987-9299
Former American Portfolios
1-800-889-3914
Former Lincoln Financial Advisors/Securities
1-800-237-3813
WebsiteLearn more→

Client Services (Death Claims)

Phone1-877-310-4977
Mailing Address

Osaic, Inc., 18700 N. Hayden Rd., Ste. 255, Scottsdale, AZ 85255

Premier Trust (Las Vegas)
702-507-0750 ext. 900
Premier Trust (Reno)
775-473-2200
Verified Jul 2026

The key to protecting your Osaic investment accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation or trust ownership. Without one, the account goes through probate, adding time, cost, and court involvement for your family.

Each of Osaic's 13 investment accounts has different rules for how it transfers at death. The sections below explain the options for each.

Osaic Wealth Brokerage AccountJoint Brokerage AccountCounsel Advisory AccountAlly Advisory AccountPremier Trust Account
1
Schedule and prepare for your meeting:
  • Schedule a meeting with your Osaic-affiliated financial advisor
  • Bring government-issued photo ID to the meeting
2
Complete the beneficiary designation or TOD form:
  • Advisor provides the appropriate form from the clearing firm (Pershing or NFS)
  • Enter beneficiary details: full legal name, date of birth, SSN, relationship, and allocation percentages
  • For trusts as beneficiary: provide trust name, date established, and tax ID number
3
Submit the completed form:
  • Sign the form with your advisor present
  • Advisor submits completed forms to the clearing firm for processing

Required Documents

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

Special Requirements

  • Advisor-mediated process -- all account changes go through your affiliated advisor
  • Forms vary by clearing firm (Pershing or NFS)
  • Named beneficiaries override your will
  • Former subsidiary brand names (Royal Alliance, SagePoint, Securities America, American Portfolios, FSC Securities, Infinex Investments, Triad Advisors, Woodbury Financial Services) consolidated under Osaic Wealth in early 2025; the Lincoln Wealth interim entities (Osaic FS, formerly Lincoln Financial Securities, and Osaic FA, formerly Lincoln Financial Advisors) have now converted into Osaic Wealth. If you hold statements under any former brand, your account is now serviced by Osaic Wealth
  • Osaic cannot respond to client inquiries through email -- phone contact required
  • For Premier Trust self-directed IRAs, a separate Beneficiary Designation form is available from Premier Trust
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • osaic.com
  • premiertrust.com
  • agribusiness.osaic.com
  • assets.osaic.com
  • brokercheck.finra.org
  • files.adviserinfo.sec.gov

Data sourced from Osaic primary sources (18 pages reviewed). How we research.

Download these Osaic instructions

Download instructions for the whole estate→

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

Osaic

Subsidiary of Reverence Capital Partners

osaic.com→
Osaic logo
Phone1-877-310-4977
Mailing Address

Osaic, 18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255

Osaic Institutions
1-800-987-9299
Former American Portfolios
1-800-889-3914
Former Lincoln Financial Advisors/Securities
1-800-237-3813
WebsiteLearn more→
Phone1-877-310-4977
Mailing Address

Osaic, 18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255

Osaic Institutions
1-800-987-9299
Former American Portfolios
1-800-889-3914
Former Lincoln Financial Advisors/Securities
1-800-237-3813
WebsiteLearn more→

Client Services (Death Claims)

Phone1-877-310-4977
Mailing Address

Osaic, Inc., 18700 N. Hayden Rd., Ste. 255, Scottsdale, AZ 85255

Premier Trust (Las Vegas)
702-507-0750 ext. 900
Premier Trust (Reno)
775-473-2200
Verified Jul 2026

Estate planning articles

Learn how to protect your Osaic 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 Osaic 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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