finance
 






 

Question by  ovienewvce (25)

How do I assign a stock beneficiary?

 
+6

Answer by  Kerry (18)

Ask your broker to provide the legal forms. If you are changing beneficiaries in a joint account, you will need the notarized signature of the co-owner/spouse.

 
+6

Answer by  mkoepp (37)

Stock holdings can be assigned to single or multiple beneficiaries. It is recommended that you seek council from an experienced estate attorney to set up a simple will or trust.

 
+6

Answer by  Richard88 (391)

For corporate common stock in the U.S., if the certificate is held directly, you must designate the recipient of the shares in your will.

 
+4

Answer by  Latin4 (11170)

Contact the company where the stock was issued and ask for a beneficiary form. You will need to complete it and have the beneficiary sign it along with your signature.

 
+4

Answer by  XjoshhyX (132)

When assigning a stock beneficiary, you will want to look at who you want exactly, and also contact your stockholder for information on assigning this person as the beneficiary.

 
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