CAN MY TRUST BE MY PAYABLE ON DEATH BENEFICIARY?
Yes. On the “Beneficiary” screen of the online application, you are asked if the Payable on Death beneficiary is an Individual or a Trust. If you would like the Payable on Death Beneficiary to be a trust, you will need to provide either a Certificate of Trust or the full trust document.
- Attach documents:
- Select Return to Home on the Thank you page and then select View or Upload Documents to attach a copy of your Certificate of Trust
- You may also email the Certificate of Trust to us directly at [email protected]
