Estate planning and settlement at Ubiquity
Name beneficiaries online and report a death at 1-855-401-4357
Retirement retirement accounts at Ubiquity transfer by beneficiary designation, not through probate. With 7 account types, each carrying different tax implications for heirs, getting these designations right is one of the most consequential estate planning decisions.
Ubiquity handles beneficiary designations online.
Ubiquity provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 7 account types at Ubiquity.
Preparing your estate →Death claim process
Report the death to Ubiquity at 1-855-401-4357. The page lists the steps and the documents to send.
When someone dies →Frequently asked questions
In the participant portal there is no separate trust option. Ubiquity’s help centre says: "To designate a Trust, select the beneficiary type as Estate and enter your personal information in the remaining fields." The path is 401(k), then Beneficiaries, in the left navigation after logging in at secure.myubiquity.com. Ubiquity’s trust article adds that trust beneficiaries must be named specifically in the trust document and that a copy of the trust document must be filed with the 401(k) plan administrator, which under Ubiquity’s service agreement is the employer.
Ubiquity’s help centre states that if you live in a community or marital property state, naming California, Texas, Washington, and Wisconsin as examples, and want to name someone other than your spouse, you may need written spousal consent, and that if consent is not obtained the designation may not be valid. Ubiquity publishes no consent form or witnessing standard. The plan document and Summary Plan Description govern the plan’s own requirements, and the Customer Success Team is at (855) 401-4357.
Sources
Data sourced from Ubiquity primary sources (23 pages reviewed). How we research.
Ubiquity customer support
Customer Success Team
Phone
Client Onboarding
Sales
Billing
Simply Retirement phone support
Hours
Website
Estate planning articles
Learn how to protect your Ubiquity 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.
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Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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