Estate planning at State Street

Yes. For State Street Funds mutual fund accounts held directly through the transfer agent, you can re-register an existing account or open a new account in the name of your revocable living trust. Call 1-800-242-0134 for instructions and required forms. For SPDR ETFs held in a brokerage account, contact your broker to retitle the account or open a new trust account with them.

SPDR ETFs trade on stock exchanges throughout the day and are purchased through any brokerage account. State Street Funds mutual funds are priced once per day at net asset value (NAV) and can be held directly through State Street's transfer agent (U.S. Bancorp Fund Services) or through a broker. Both product lines are managed by State Street Investment Management (formerly State Street Global Advisors). Estate planning procedures differ depending on whether shares are held directly or through a third-party brokerage.

Yes. Married residents of community property states who wish to designate someone other than their spouse as the primary IRA beneficiary must provide notarized spousal consent documented on the IRA Beneficiary Addition/Change Form.

Regular mail: State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238. Overnight/express mail: State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, 615 East Michigan Street, Milwaukee, WI 53202-5207.