How do I assign a stock beneficiary?

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.

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.

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.

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.

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.