How to name beneficiaries and fund a trust at State Street
Covers 2 investment, and 2 retirement accounts — beneficiaries can be updated by phone
Shareholder Service Center (Monday-Friday, 9:00 AM-8:00 PM ET)
State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238 | Overnight: 615 East Michigan Street, Milwaukee, WI 53202-5207
Shareholder Service Center (Estate/Survivor Services)
State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238 | Overnight: 615 East Michigan Street, Milwaukee, WI 53202-5207
Shareholder Service Center (Death Claims / Survivor Services)
State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238 | Overnight: 615 East Michigan Street, Milwaukee, WI 53202-5207
There are two ways to keep your State Street 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.
State Street has 4 investment accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
- Speak with a Shareholder Service Associate for guidance on the correct form
- Request forms to be mailed or access them at ssga.com under Forms and Documents
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Married residents of community property states must provide notarized spousal consent to designate a non-spouse as primary IRA beneficiary
- TOD designation is not available for accounts owned by entities (trusts, corporations, partnerships), Tenants in Common, or community property registrations
- TOD is only available to residents of states that have adopted the Uniform Transfer on Death Security Registration Act
- Up to nine beneficiaries may be designated per account; to designate more than nine, split the investment into separate accounts
- SPDR ETF beneficiary designation is handled by the holding brokerage, not State Street
Sources
Data sourced from State Street primary sources (14 pages reviewed). How we research.
Download these State Street instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against State Street primary sources. Bring it to the branch or keep it beside the phone.
Shareholder Service Center (Monday-Friday, 9:00 AM-8:00 PM ET)
State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238 | Overnight: 615 East Michigan Street, Milwaukee, WI 53202-5207
Shareholder Service Center (Estate/Survivor Services)
State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238 | Overnight: 615 East Michigan Street, Milwaukee, WI 53202-5207
Shareholder Service Center (Death Claims / Survivor Services)
State Street Global Advisors, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 219238, Kansas City, MO 64121-9238 | Overnight: 615 East Michigan Street, Milwaukee, WI 53202-5207
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