To add a trust beneficiary to an account, we need to identify the parties in the trust and the trust must be irrevocable upon death of the account holder. To allow this verification, please send the following two items along with your ShareBuilder account number:
- A letter requesting that we add the trust as a beneficiary. The letter must be signed and notarized or stamped with a Medallion Signature Guarantee.
- A copy of the trust, or a trust certificate.
Capital One Investing, LLC
PO Box 4249
Seattle, WA 98194-0249
Or Fax to: 1-866-996-6417 (toll-free) or 206-805-0791
Note: Designating a trust as the beneficiary overrides any previous designations, so please include the following items for previous primary or contingent beneficiaries on your account: Name, relationship, Social Security Number, date of birth, address, and the percentage each beneficiary should receive.