How to Name a Trust as Beneficiary on Each Institution's Form

Trust as beneficiary. “Name of beneficiary/trust Name of trustee (if applicable)” Page 1, form Beneficiary Form and Agreement. Source document

Trust details on the form. “Name of beneficiary/trust Name of trustee (if applicable) ... OR Tax ID Number” Page 1, form Beneficiary Form and Agreement. Source document

How to name the trust. “Name of beneficiary/trust ... Name of trustee (if applicable)” Page 1, form Beneficiary Form and Agreement. Source document

Trust details on the form. “If you designate a trust as a beneficiary, please include the trust name and trust date.” Page 1, form AP894550BENEMAY. Source document

How to name the trust. “If you designate a trust as a beneficiary, please include the trust name and trust date.” Page 1, form AP894550BENEMAY. Source document

Trust as beneficiary. “Beneficiaries (If naming a trust, please provide first and last page of trust)” Page 2, form 5305, revision 2021-12. Source document

Trust as contingent. “Primary Contingent (If naming a trust, please provide a copy of the first and last pages (or an excerpt) of the trust.)” Page 1, revision 2026-01. Source document

Trust documents. “If naming a trust, please provide a copy of the first and last pages (or an excerpt) of the trust.” Page 1, revision 2026-01. Source document

Trust as beneficiary. “You may designate one or more persons or entities as beneficiary ... trusts may also qualify as a designated beneficiary under the IRA” Page 3, form 5305-A, revision 2017-04, Traditional, Roth and SEP IRA (IRA Beneficiary Designation/Change form and custodial agreements). Source document

Trust as contingent. “SECONDARY BENEFICIARY(IES) ... If you have designated both primary and contingent” Page 1, revision 2007-12, Traditional, Roth and SEP IRA (IRA Beneficiary Designation/Change form and custodial agreements). Source document

Trust documents. “No trust paperwork is required to be provided to the IRA trustee or custodian.” Page 6, form 5305-A, revision 2017-04, Traditional, Roth and SEP IRA (IRA Beneficiary Designation/Change form and custodial agreements). Source document

See-through certification. “The trustee of the trust is responsible for determining whether the trust is a see-through” Page 6, form 5305-A, revision 2017-04, Traditional, Roth and SEP IRA (IRA Beneficiary Designation/Change form and custodial agreements). Source document

Trust as beneficiary. “Select one: Primary Contingent ... Non-individual beneficiary name (e.g. trust, estate, charity)” Page 1, form SFAL0012, revision 2021-06. Source document

Trust as contingent. “Select one: Primary Contingent ... Non-individual beneficiary name (e.g. trust, estate, charity)” Page 1, form SFAL0012, revision 2021-06. Source document

Trust details on the form. “Non-individual beneficiary name (e.g. trust, estate, charity) ... Date of birth/trust date Social Security Number or TIN” Page 1, form SFAL0012, revision 2021-06. Source document

How to name the trust. “Date of birth/trust date Social Security Number or TIN” Page 1, form SFAL0012, revision 2021-06. Source document

Trust as beneficiary. “For life insurance policies, an individual owner/joint owner, other than the insured, can be listed as the beneficiary below. ... Non-individual beneficiary name (e.g. trust, estate, charity)” Page 1, form SFAL0012, revision 2021-06. Source document

Trust as contingent. “Select one: Primary Contingent ... Non-individual beneficiary name (e.g. trust, estate, charity)” Page 1, form SFAL0012, revision 2021-06. Source document

Trust details on the form. “Non-individual beneficiary name (e.g. trust, estate, charity) ... Date of birth/trust date Social Security Number or TIN” Page 1, form SFAL0012, revision 2021-06. Source document

How to name the trust. “Date of birth/trust date Social Security Number or TIN” Page 1, form SFAL0012, revision 2021-06. Source document

Trust as beneficiary. “I, the undersigned IRA Owner, hereby designate the above persons/entities as my primary and contingent beneficiary(ies) for this IRA Plan ... (If a trust is a named beneficiary, I must provide a copy of the trust document.)” Page 3, form 5305-A, revision 2025-05, Ally Bank IRA (CDs and savings; beneficiaries help page). Source document

Trust as contingent. “Primary Beneficiary Contingent Beneficiary ... If a trust is a named beneficiary, I must provide a copy of the trust document.” Page 1, form 5305-A, revision 2025-05, Ally Bank IRA (CDs and savings; beneficiaries help page). Source document

Trust documents. “(If a trust is a named beneficiary, I must provide a copy of the trust document.)” Page 3, form 5305-A, revision 2025-05, Ally Bank IRA (CDs and savings; beneficiaries help page). Source document

Trust as beneficiary. “If the payable-on-death beneficiary is a minor, charity or Trust, please call us at 1-877-247-2559 . Our customer care team will provide you with specific instructions related to your situation.” Web page. Source document

Trust as contingent. “there are no primary or contingent designations” Web page. Source document

Trust details on the form. “If TRUST, are the grantors of the formal trust exactly the same as the owners on the Ally account?” Page 1, revision 2023-06. Source document

Trust as beneficiary. “Primary Beneficiaries (If designating a trust, please provide trust name, names of all trustees, and date established).” Page 2, form Ally Invest IRA Beneficiary Designation Form V.2, revision 2023-02. Source document

Trust as contingent. “Contingent Beneficiaries (If designating a trust, please provide trust name, names of all trustees, and date established).” Page 3, form Ally Invest IRA Beneficiary Designation Form V.2, revision 2023-02. Source document

Trust details on the form. “If designating a trust, please provide trust name, names of all trustees, and date established.” Page 2, form Ally Invest IRA Beneficiary Designation Form V.2, revision 2023-02. Source document

How to name the trust. “If designating a trust, please provide trust name, names of all trustees, and date established.” Page 2, form Ally Invest IRA Beneficiary Designation Form V.2, revision 2023-02. Source document

Trust as beneficiary. “Primary Beneficiaries (If designating a trust, please provide trust name, names of all trustees, and date established).” Page 2, form Ally Invest Transfer on Death Form V3, revision Updated 20260528. Source document

Trust as contingent. “Contingent Beneficiaries (If designating a trust, please provide trust name, names of all trustees, and date established).” Page 3, form Ally Invest Transfer on Death Form V3, revision Updated 20260528. Source document

Trust details on the form. “If designating a trust, please provide trust name, names of all trustees, and date established” Page 2, form Ally Invest Transfer on Death Form V3, revision Updated 20260528. Source document

How to name the trust. “If designating a trust, please provide trust name, names of all trustees, and date established” Page 2, form Ally Invest Transfer on Death Form V3, revision Updated 20260528. Source document

Trust as beneficiary. “If you name a trust as the beneficiary, submit a copy of the trust for our file along with the Certification of Trust Agreement. ... Trust or Entity Name:” Page 1, read from a Wayback Machine capture of 2025-04-23. Source document

Trust as contingent. “Beneficiary Primary Contingent Share %: Relationship: ... Trust or Entity Name:” Page 1, read from a Wayback Machine capture of 2025-04-23. Source document

Trust details on the form. “All boxes in the following sections must be completed. ... Trust or Entity Name: ... SSN/TIN:” Page 1, read from a Wayback Machine capture of 2025-04-23. Source document

Trust documents. “If you name a trust as the beneficiary, submit a copy of the trust for our file along with the Certification of Trust Agreement.” Page 3, read from a Wayback Machine capture of 2025-04-23. Source document

Trust as beneficiary. “E. Other (Person, Trust, Organization, etc) ... Beneficiary Name* (Full Name of Person, Trust or Organization) ... Trust Date* If named” Page 2, form DOC01033993, revision 2020-05, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust as contingent. “Select One * Primary / Secondary” Page 2, form 3110, revision 2018-10, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust details on the form. “Please provide the full name of your trust and trust creation date on the beneficiary form you submit. The names of trustees will be confirmed at claim time. ... If a Testamentary Trust is designated, please provide the article and paragraph number from the Will in the designation.” Page 2, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

How to name the trust. “Please provide the full name of your trust and trust creation date on the beneficiary form you submit. The names of trustees will be confirmed at claim time.” Web page, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust documents. “The trust document itself is not required when you are naming a trust as your beneficiary. The Trust document will be requested at claim time.” Web page, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust as beneficiary. “Beneficiary Name* (provide full name of Person, Trust, or Organization designated as beneficiary) ... Trust Date* (if Trust named)” Page 2, form 3214, revision 2023-08. Source document

Trust as contingent. “Select Primary or Secondary Status* (Select one) Primary Secondary” Page 2, form 3214, revision 2023-08. Source document

Trust details on the form. “Beneficiary Name* (provide full name of Person, Trust, or Organization designated as beneficiary) ... Trust Date* (if Trust named)” Page 2, form 3214, revision 2023-08. Source document

How to name the trust. “Beneficiary Name* (provide full name of Person, Trust, or Organization designated as beneficiary) ... Trust Date* (if Trust named)” Page 2, form 3214, revision 2023-08. Source document

Trust as beneficiary. “E. Other (Person, Trust, Organization, etc) ... Beneficiary Name Provide full name of Person, Trust, or Organization designated as beneficiary.” Page 2, form 3110, revision 2018-10. Source document

Trust as contingent. “Primary or Secondary Status (Select one) ... Primary Secondary” Page 2, form 3214, revision 2023-08. Source document

Trust details on the form. “Trust Date If Trust named (MMDDYYYY) ... Date of Birth/Trust Date (MM/DD/YYYY) Social Security/Tax ID Number” Page 2, form 3110, revision 2018-10. Source document

How to name the trust. “Trust Date If Trust named (MMDDYYYY)” Page 2, form 3110, revision 2018-10. Source document

Trust documents. “If a trust is designated as the beneficiary, please include the Trustee Certificate/Certificate of Trust form (Form 273420) located on riversource.com/forms. As an alternative, we will accept a copy of the trust document pages that state the name, date, trustees, and successor trustees of the trust, and the signature page.” Page 1, revision 2026-02. Source document

Trust as beneficiary. “E. Other (Person, Trust, Organization, etc) ... Beneficiary Name Provide full name of Person, Trust, or Organization designated as beneficiary.” Page 2, form 3110, revision 2018-10. Source document

Trust as contingent. “Primary or Secondary Status (Select one) ... Primary Secondary” Page 2, form 3214, revision 2023-08. Source document

Trust details on the form. “Trust Date If Trust named (MMDDYYYY) ... Date of Birth/Trust Date (MM/DD/YYYY) Social Security/Tax ID Number” Page 2, form 3110, revision 2018-10. Source document

How to name the trust. “Trust Date If Trust named (MMDDYYYY)” Page 2, form 3110, revision 2018-10. Source document

Trust documents. “The trust document itself is not required when you are naming a trust as your beneficiary. The Trust document will be requested at claim time.” Web page. Source document

Trust as beneficiary. “If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 2, form 69448P-UTOD, revision 2026-01-30. Source document

Trust as contingent. “CONTINGENT BENEFICIARY(S) If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 3, form 69448P-UTOD, revision 2026-01-30. Source document

Trust details on the form. “If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 2, form 69448P-UTOD, revision 2026-01-30. Source document

How to name the trust. “If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 2, form 69448P-UTOD, revision 2026-01-30. Source document

Trust as beneficiary. “Please check primary or contingent for each individual beneficiary ... o Entity o Estate o Trust” Page 27, form ARET01773, revision 2016-10. Source document

Trust as contingent. “Please check primary or contingent for each individual beneficiary ... o Entity o Estate o Trust” Page 27, form ARET01773, revision 2016-10. Source document

Trust details on the form. “Tax ID (SSN/EIN) ... o Entity o Estate o Trust” Page 27, form ARET01773, revision 2016-10. Source document

Trust as beneficiary. “If the beneficiary is a Trust, Estate, or a Charity, check the corresponding box to fill in the information needed.” Page 4, revision 2025-05. Source document

Trust as contingent. “A similar screen will appear for contingent beneficiaries or editing beneficiary information. ... If the beneficiary is a Trust, Estate, or a Charity” Page 3, revision 2025-05. Source document

Trust details on the form. “If Tax ID/EIN is unknown, use last 4-digits of your social security number. Name of Trust/Estate/Charity is limited to 39 ... characters, abbreviate as needed.” Page 4, revision 2025-05. Source document

Trust as beneficiary. “If a Trust is designated as beneficiary please use the following format: The John J. Smith Trust under agreement dated January 1, 2017.” Page 1, form 13977T, revision 2024-11, Athene annuity (fixed, fixed indexed, RILA, immediate) beneficiary designation. Source document

Trust as contingent. “Indicate if each named designation is Primary or Contingent. ... Individual, Trust or Company Name” Page 2, form 13977T, revision 2024-11, Athene annuity (fixed, fixed indexed, RILA, immediate) beneficiary designation. Source document

Trust details on the form. “If a Trust is designated as beneficiary please use the following format: The John J. Smith Trust under agreement dated January 1, 2017. ... Social Security / Tax Identification Number” Page 1, form 13977T, revision 2024-11, Athene annuity (fixed, fixed indexed, RILA, immediate) beneficiary designation. Source document

How to name the trust. “If a Trust is designated as beneficiary please use the following format: The John J. Smith Trust under agreement dated January 1, 2017.” Page 1, form 13977T, revision 2024-11, Athene annuity (fixed, fixed indexed, RILA, immediate) beneficiary designation. Source document

Sub-trust or sample wording. “The John J. Smith Trust under agreement dated January 1, 2017.” Page 1, form 13977T, revision 2024-11, Athene annuity (fixed, fixed indexed, RILA, immediate) beneficiary designation. Source document

Trust documents. “If you are designating a Trust as your beneficiary, signing as a Trustee, or if there have been changes to the Trust, please submit an updated Trust Verification (Form 16541T).” Page 1, form 13977T, revision 2024-11, Athene annuity (fixed, fixed indexed, RILA, immediate) beneficiary designation. Source document

Trust as beneficiary. “If the beneficiary is changing to a trust, please submit a copy of the Trust Verification Form.” Page 2, form V1220. Source document

Trust documents. “If the beneficiary is changing to a trust, please submit a copy of the Trust Verification Form.” Page 2, form V1220. Source document

Trust as beneficiary. “To designate a trust as a beneficiary, enter the beneficiary information as follows. Beneficiary Name. Provide the full legal title of the trust. Include a list of all trustees and the date of the trust.” Page 2, form IRA Beneficiary Designation or Change Request, revision 2021-06, Axos Clearing IRA (advisor custody). Source document

Trust as contingent. “The beneficiary must be an individual, trust, or entity. ... Select one: Primary Beneficiary Contingent Beneficiary” Page 1, form IRA Beneficiary Designation or Change Request, revision 2021-06, Axos Clearing IRA (advisor custody). Source document

Trust details on the form. “Provide the full legal title of the trust. Include a list of all trustees and the date of the trust. ... Provide the Tax Identification Number (TIN) or the social security number for the trust.” Page 2, form IRA Beneficiary Designation or Change Request, revision 2021-06, Axos Clearing IRA (advisor custody). Source document

How to name the trust. “Provide the full legal title of the trust. Include a list of all trustees and the date of the trust.” Page 2, form IRA Beneficiary Designation or Change Request, revision 2021-06, Axos Clearing IRA (advisor custody). Source document

Trust as beneficiary. “One or more natural persons or entities can be designated to receive the securities in a TOD Account. If a trust is designated as a beneficiary, the designation must include the date of the trust agreement and the name of the trustee serving at the time of designation.” Page 3, revision 2025-05, read from a Wayback Machine capture of 2025-08-15. Source document

Trust as contingent. “The Account Holder(s) may also designate one or more persons or entities to take the securities in the event the primary beneficiary dies.” Page 4, revision 2025-05, read from a Wayback Machine capture of 2025-08-15. Source document

Trust details on the form. “the designation must include the date of the trust agreement and the name of the trustee serving at the time of designation. ... For each beneficiary, the Account Holder(s) must provide the name, address and social security number or tax ID.” Page 3, revision 2025-05, read from a Wayback Machine capture of 2025-08-15. Source document

How to name the trust. “the designation must include the date of the trust agreement and the name of the trustee serving at the time of designation. A designation of a trustee of the trust shall be deemed to include any successor trustee.” Page 3, revision 2025-05, read from a Wayback Machine capture of 2025-08-15. Source document

Trust as beneficiary. “Trust as beneficiary. To designate a trust as a beneficiary, enter the beneficiary information as follows” Page 1, revision 2025-12, read from a Wayback Machine capture of 2026-04-21. Source document

Trust as contingent. “I hereby designate the following individuals or entity(ies) as my beneficiary(ies). ... If no primary beneficiaries survive the account holder, the contingent beneficiaries will acquire the account at their designated percentages.” Page 1, revision 2025-12, read from a Wayback Machine capture of 2026-04-21. Source document

Trust details on the form. “Provide the full legal title of the trust. Include a list of all trustees and the date of the trust. ... Provide the Tax Identification Number (TIN) or the social security number for the trust.” Page 1, revision 2025-12, read from a Wayback Machine capture of 2026-04-21. Source document

How to name the trust. “Provide the full legal title of the trust. Include a list of all trustees and the date of the trust.” Page 1, revision 2025-12, read from a Wayback Machine capture of 2026-04-21. Source document

Trust as beneficiary. “Beneficiary's Full Name (first, middle, last) or Trust Name Date of Birth/Trust (month/day/year)” Page 2, form im-ira-beneficiary-designation-form. Source document

Trust as contingent. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement.” Page 1. Source document

Trust details on the form. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement.” Page 1, form ist-transfer-on-death-form. Source document

How to name the trust. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement.” Page 1. Source document

Trust as beneficiary. “Beneficiary's Full Name (first, middle, last) or Trust Name ... Date of Birth/Trust (month/day/year)” Page 2. Source document

Trust as contingent. “You can name any number of beneficiaries and you can designate each of them as a primary or contingent beneficiary. ... Beneficiary's Full Name (first, middle, last) or Trust Name” Page 1. Source document

Trust details on the form. “Date of Birth/Trust (month/day/year) ... Social Security Number/Tax ID No.” Page 2. Source document

Trust as beneficiary. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement.” Page 1, form ist-transfer-on-death-form, BNY mutual fund TOD registration (forms RET-TOD-0124, IST-TOD-0124, IM-BEN-0525 non-IRA part, IM-CARF-0525 application; BNY Mellon Securities Corporation distributor, BNY Mellon Transfer, Inc. transfer agent; Maryland Uniform TOD Act procedures). Source document

Trust as contingent. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee” Page 1, form ist-transfer-on-death-form, BNY mutual fund TOD registration (forms RET-TOD-0124, IST-TOD-0124, IM-BEN-0525 non-IRA part, IM-CARF-0525 application; BNY Mellon Securities Corporation distributor, BNY Mellon Transfer, Inc. transfer agent; Maryland Uniform TOD Act procedures). Source document

Trust details on the form. “write the name and address of the trustee, then give the name and date of the trust agreement ... Soc. Sec. No./Tax ID No.” Page 1, BNY mutual fund TOD registration (forms RET-TOD-0124, IST-TOD-0124, IM-BEN-0525 non-IRA part, IM-CARF-0525 application; BNY Mellon Securities Corporation distributor, BNY Mellon Transfer, Inc. transfer agent; Maryland Uniform TOD Act procedures). Source document

How to name the trust. “write the name and address of the trustee, then give the name and date of the trust agreement” Page 1, form ist-transfer-on-death-form, BNY mutual fund TOD registration (forms RET-TOD-0124, IST-TOD-0124, IM-BEN-0525 non-IRA part, IM-CARF-0525 application; BNY Mellon Securities Corporation distributor, BNY Mellon Transfer, Inc. transfer agent; Maryland Uniform TOD Act procedures). Source document

Trust as beneficiary. “Please complete this form as the representative of an organization named as a beneficiary of a ... Organization Type” Page 1. Source document

Trust documents. “BECU may request additional documentation to verify your authority to claim funds on behalf” Page 1. Source document

Trust as beneficiary. “The date of birth and Social Security number are not required for organizations (such as a trust or charity) being added as a beneficiary.” Web page. Source document

Trust documents. “One of the following documents to show proof of authority within the organization ... Trust Agreement” Page 1. Source document

Trust as beneficiary. “Option A - Testamentary Trust in the Insured's Will ... Option B - Living (InterVivos) Trust” Page 5, revision 2024-12. Source document

Trust as contingent. “I choose the Trust created in the Insured's will as my: Primary Beneficiary Contingent Beneficiary” Page 5, revision 2024-12. Source document

Trust details on the form. “Name of Trust Date of Trust (mm/dd/yyyy) State where Trust was created ... Trust Tax ID ... Contact Trustee - First Name” Page 5, revision 2024-12. Source document

How to name the trust. “Name of Trust Date of Trust (mm/dd/yyyy) State where Trust was created ... Contact Trustee - First Name” Page 5, revision 2024-12. Source document

Trust documents. “Before making payment to any Trust, the Company reserves the right to require satisfactory written evidence that the Trust is in effect and evidence of the identity of the Trustee(s) who are qualified to act on behalf of the Trust.” Page 7, revision 2024-12. Source document

Trust as beneficiary. “You may name a Trust as a primary or contingent beneficiary.” Page 1, form PR450001BENEMAINTE. Source document

Trust as contingent. “You may name a Trust as a primary or contingent beneficiary.” Page 1, form PR450001BENEMAINTE. Source document

Trust details on the form. “If you designate a trust as a beneficiary, please include the trust's name and date.” Page 1, form PR450001BENEMAINTE. Source document

How to name the trust. “please include the trust's name and date ... George Smith and Clara Smith, Trustees of the George Smith and Clara Smith Living Trust dated August 2, 2013” Page 1, form PR450001BENEMAINTE. Source document

Trust as beneficiary. “You may designate a trust as your beneficiary; however, you must provide the name of the trust, the date of the trust, and the name and address where the trust is filed.” Page 5, revision 2021-12, Pre-retirement lump-sum death benefits for active and inactive members (Basic Death Benefit, return of contributions, group term life) (form myCalPERS 0772). Source document

Trust as contingent. “You may designate a trust as your beneficiary ... Your Secondary Beneficiary Information” Page 2, revision 2021-12, Pre-retirement lump-sum death benefits for active and inactive members (Basic Death Benefit, return of contributions, group term life) (form myCalPERS 0772). Source document

Trust details on the form. “you must provide the name of the trust, the date of the trust, and the name and address where the trust is filed. It is not necessary to provide the name of the trustee.” Page 5, revision 2021-12, Pre-retirement lump-sum death benefits for active and inactive members (Basic Death Benefit, return of contributions, group term life) (form myCalPERS 0772). Source document

How to name the trust. “you must provide the name of the trust, the date of the trust” Page 5, revision 2021-12, Pre-retirement lump-sum death benefits for active and inactive members (Basic Death Benefit, return of contributions, group term life) (form myCalPERS 0772). Source document

Trust documents. “If the claim is being made by the trustee of a trust ... Certification of Trust form (required only if” Page 6, Pre-retirement lump-sum death benefits for active and inactive members (Basic Death Benefit, return of contributions, group term life) (form myCalPERS 0772). Source document

Trust as beneficiary. “You may name a living person, an estate, a trust” Page 2, form MS0002, revision 2026-01, Defined Benefit one-time death benefit and Cash Balance lump-sum recipient designation (Recipient Designation MS0002), read from a Wayback Machine capture of 2026-02-04. Source document

Trust as contingent. “If I survive the primary recipients, I designate the secondary recipients ... Additional Recipient or Recipients ... FULL NAME OF PERSON, TRUST OR ORGANIZATION” Web page, form MS0002, revision 2026-01, Defined Benefit one-time death benefit and Cash Balance lump-sum recipient designation (Recipient Designation MS0002), read from a Wayback Machine capture of 2026-02-04. Source document

Trust details on the form. “To designate a trust, check the box ... and enter the full name of the trust ... trustee's name* and address, and the date ... If you designated a trust, did you provide the name and date the trust was created?” Page 2, form MS0002, revision 2026-01, Defined Benefit one-time death benefit and Cash Balance lump-sum recipient designation (Recipient Designation MS0002), read from a Wayback Machine capture of 2026-02-04. Source document

How to name the trust. “trustee's name* and address, and the date ... DATE OF BIRTH/TRUST DATE (MM/DD/YYYY)*” Page 2, form MS0002, revision 2026-01, Defined Benefit one-time death benefit and Cash Balance lump-sum recipient designation (Recipient Designation MS0002), read from a Wayback Machine capture of 2026-02-04. Source document

Sub-trust or sample wording. “you can change an existing option or annuity beneficiary to a special needs trust without penalty if the trust's sole beneficiary is the same as the previously named option or annuity beneficiary” Page 52, revision 2026-07-01, Defined Benefit option beneficiary and Defined Benefit Supplement / Cash Balance beneficiary annuity (lifetime monthly benefit). Source document

Trust documents. “Do not provide your trust document at this time ... the trustee and pay benefits to the trust” Page 2, form MS0002, revision 2026-01, Defined Benefit one-time death benefit and Cash Balance lump-sum recipient designation (Recipient Designation MS0002), read from a Wayback Machine capture of 2026-02-04. Source document

See-through certification. “The requirements of paragraph (b)(1), (2), and (3) of A-5 of Section 1.401(a)(9)-4 of Title 26 of the Code of Federal Regulations are satisfied. ... The trust is irrevocable.” Page 3, form SB1854, revision 2025-04, Defined Benefit option beneficiary and Defined Benefit Supplement / Cash Balance beneficiary annuity (lifetime monthly benefit). Source document

Trust as beneficiary. “If you name a trust as beneficiary, provide the full legal name of the trust. Example: "The Davis Family Trust."” Page 1, form IRGEFM-004-0426O, revision 2026-04. Source document

Trust as contingent. “Contingent beneficiary percentages must total 100%. 1. OR First name MI Last name Name of trust or other entity” Page 2, form IRGEFM-004-0426O, revision 2026-04. Source document

Trust details on the form. “provide the full legal name of the trust ... Date of birth or trust (mm/dd/yyyy) ... SSN/TIN” Page 1, form IRGEFM-004-0426O, revision 2026-04. Source document

How to name the trust. “If you name a trust as beneficiary, provide the full legal name of the trust. ... Date of birth or trust (mm/dd/yyyy)” Page 1, form IRGEFM-004-0426O, revision 2026-04. Source document

Trust as beneficiary. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Relationship (Select only one.) ... Trust” Page 4, form AEM10603357, revision 2026-03, Traditional IRA (also 403(b)(7)). Source document

Trust as contingent. “Contingent Beneficiaries ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 1, form AEM10603357, revision 2026-03, Traditional IRA (also 403(b)(7)). Source document

Trust details on the form. “If Trust, include full Trust name. ... Social Security/Tax ID Number ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03, Traditional IRA (also 403(b)(7)). Source document

How to name the trust. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03, Traditional IRA (also 403(b)(7)). Source document

Trust as beneficiary. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Relationship (Select only one.) ... Trust” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as contingent. “Contingent Beneficiaries ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 1, form AEM10603357, revision 2026-03. Source document

Trust details on the form. “If Trust, include full Trust name. ... Social Security/Tax ID Number ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

How to name the trust. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as beneficiary. “Primary Beneficiary ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as contingent. “Contingent Beneficiary ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 1, form AEM10603357, revision 2026-03. Source document

Trust details on the form. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Social Security/Tax ID Number ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

How to name the trust. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as beneficiary. “Primary Beneficiary ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 5, form APP12439-17, revision 2023-08, Schwab Bank Investor Checking POD (Designated Beneficiary Plan). Source document

Trust as contingent. “Contingent Beneficiary ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 3, form APP12439-17, revision 2023-08, Schwab Bank Investor Checking POD (Designated Beneficiary Plan). Source document

Trust details on the form. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Social Security/Tax ID Number ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 5, form APP12439-17, revision 2023-08, Schwab Bank Investor Checking POD (Designated Beneficiary Plan). Source document

How to name the trust. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 5, form APP12439-17, revision 2023-08, Schwab Bank Investor Checking POD (Designated Beneficiary Plan). Source document

Trust as beneficiary. “the Trustee acting on behalf of the Payable on Death Trust Beneficiary ... If the Payable on Death Beneficiary is a Trust, a copy of the pertinent pages of the Trust Agreement” Page 1, form JCB270. Source document

Trust documents. “If the Payable on Death Beneficiary is a Trust, a copy of the pertinent pages of the Trust Agreement showing the trust name, date, name of the trustee(s), trust powers and signature pages - additional pages may be required upon review. ... Certified full trust agreement if TRUST is the designated beneficiary” Page 1, form JCB270. Source document

Trust as beneficiary. “You may designate one or more persons or entities as beneficiary ... trusts may also qualify as a designated beneficiary under the IRA” Page 3, form 2400R-C, revision 2017-04, read from a Wayback Machine capture of 2026-02-17. Source document

Trust as contingent. “If you have designated both primary and contingent” Page 3, form 2400R-C, revision 2017-04, read from a Wayback Machine capture of 2026-02-17. Source document

Trust documents. “No trust paperwork is required” Page 6, form 2400R-C, revision 2017-04, read from a Wayback Machine capture of 2026-02-17. Source document

See-through certification. “The trustee of the trust is ... responsible for determining whether the trust is a see-through ... No trust paperwork is required” Page 6, form 2400R-C, revision 2017-04, read from a Wayback Machine capture of 2026-02-17. Source document

Trust as beneficiary. “The Company shall not be liable for the application of proceeds paid to a named Trustee, nor be required to determine if a Trust is in effect.” Page 1, Structured settlement annuities (American General Life, Beneficiary Form AGSST-BF/2.0), read from a Wayback Machine capture of 2023-12-27. Source document

Trust as contingent. “The Company shall not be liable for the application of proceeds paid to a named Trustee, nor be required to determine if a Trust is in effect.” Page 1, Structured settlement annuities (American General Life, Beneficiary Form AGSST-BF/2.0), read from a Wayback Machine capture of 2023-12-27. Source document

Trust documents. “nor be required to determine if a Trust is in effect” Page 1, Structured settlement annuities (American General Life, Beneficiary Form AGSST-BF/2.0), read from a Wayback Machine capture of 2023-12-27. Source document

Trust as beneficiary. “If the beneficiary is a trust ... The Claimant's Statement must be completed by the trustee(s).” Web page. Source document

Trust documents. “The Certification of Trustee section on the Claimant's Statement must be completed and the trust's Tax Identification Number (TIN) must be provided. A copy of the trust is not required. ... unless the trust document confers on one trustee the authority to act alone. In that case, please provide the trust pages that prove that authority.” Web page. Source document

Trust as beneficiary. “A beneficiary may be an individual, institution, estate, or trust.” Page 1, form VL 19577, revision VER 10/2024. Source document

Trust as contingent. “CONTINGENT BENEFICIARIES - Contingent beneficiaries receive death benefits if all the primary beneficiaries are deceased at the time of the ... Trust Date” Page 1, form VL 19577, revision VER 10/2024. Source document

Trust details on the form. “Relationship:__________________________ Trust Date:” Page 1, form VL 19577, revision VER 10/2024. Source document

Trust as beneficiary. “If you are designating your Trust as either Primary or Contingent Beneficiary, please submit a copy of the trust documents.” Page 2, form Beneficiary Designation Form, revision 06_26_2023. Source document

Trust as contingent. “If you are designating your Trust as either Primary or Contingent Beneficiary, please submit a copy of the trust documents.” Page 2, form Beneficiary Designation Form, revision 06_26_2023. Source document

Trust documents. “If you are designating your Trust as either Primary or Contingent Beneficiary, please submit a copy of the trust documents.” Page 2, form Beneficiary Designation Form, revision 06_26_2023. Source document

Trust as beneficiary. “a) Nonperson Beneficiaries : A trust, estate, charitable organization or other entity that is not an individual may be designated as a Beneficiary or contingent Beneficiary.” Web page, form none (no static PDF published); plan document "Morgan Stanley Individual Retirement Plan", revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

Trust as contingent. “(same)” Web page, form none (no static PDF published); plan document "Morgan Stanley Individual Retirement Plan", revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

Trust documents. “The documents described in (i) and (ii) above may be provided by the Participant or by the Trustee of the trust at any time starting with the date on which the trust is designated as a Beneficiary, but not later than October 31 of the year following the year of Participant's death.” Web page, form none (no static PDF published); plan document "Morgan Stanley Individual Retirement Plan", revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

See-through certification. “The Required Documentation must be provided to the IRA custodian by October 31st of the year following the year of the IRA owner's death. Morgan Stanley has a trustee certification form for this purpose and generally requires the trustee to use this form to satisfy the Required Documentation condition.” Web page, form none (no static PDF published); plan document "Morgan Stanley Individual Retirement Plan", revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

Trust as beneficiary. “Type of Beneficiary ... Name (for trusts, provide trust or agreement date)” Page 1, form 0323-QRPDB-B67958 (Ascensus base form (c)2010), revision 03/23. Source document

Trust as contingent. “Primary / Contingent [per beneficiary]” Page 1, form 0323-QRPDB-B67958 (Ascensus base form (c)2010), revision 03/23. Source document

Trust details on the form. “If you elect to name a trust as your beneficiary, please provide the full trust name and latest amendment or restatement date for the trust.” Page 1, form 0323-QRPDB-B67958 (Ascensus base form (c)2010), revision 03/23. Source document

How to name the trust. “If you elect to name a trust as your beneficiary, please provide the full trust name and latest amendment or restatement date for the trust.” Page 1, form 0323-QRPDB-B67958 (Ascensus base form (c)2010), revision 03/23. Source document

Trust as beneficiary. “(For trust, provide trust name, not trustee) BIRTH DATE (or date of trust)” Page 2, form 0825-NONIRATOD-B69044, revision 08/25. Source document

Trust as contingent. “Spouse Primary Non-spouse Contingent ... Entity” Page 3, form 0825-NONIRATOD-B69044, revision 08/25. Source document

Trust details on the form. “(For trust, provide trust name, not trustee) BIRTH DATE (or date of trust) SSN/TIN (optional)” Page 2, form 0825-NONIRATOD-B69044, revision 08/25. Source document

How to name the trust. “(For trust, provide trust name, not trustee) BIRTH DATE (or date of trust)” Page 2, form 0825-NONIRATOD-B69044, revision 08/25. Source document

Trust as beneficiary. “Custom beneficiary designations can specify beneficiary types including individuals, entities, trusts and separate share trusts.” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025, Traditional IRA (also SEP, SIMPLE). Source document

Trust as contingent. “Custom beneficiary designations can specify beneficiary types including individuals, entities, trusts and separate share trusts.” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025, Traditional IRA (also SEP, SIMPLE). Source document

Trust details on the form. “Living trust: Trust's title or name Original date the trust agreement was executed by the grantor/settlor (not the most recent amendment or restatement date) ... Testamentary trust: Trust's title or name Date of the will executed by the testator under which the testamentary trust is created If the will creates more than one trust, specific details to identify which trust is being designated” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025, Traditional IRA (also SEP, SIMPLE). Source document

How to name the trust. “Good Example: 100% to the John Wayne Doe Revocable Trust U/A dated 01/01/01 ... Original date the trust agreement was executed by the grantor/settlor (not the most recent amendment or restatement date)” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025, Traditional IRA (also SEP, SIMPLE). Source document

Sub-trust or sample wording. “Good Example: Jane Doe Sub-Trust Under the John Wayne Doe Revocable Trust under Agreement dated 01/01/01 ... For trust shares or multiple subtrusts The designation must include language that indicates from whom Edward Jones may accept information and instruction” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025, Traditional IRA (also SEP, SIMPLE). Source document

Trust documents. “The designation cannot include specific terms of any trust entitled to receive the assets, and Edward Jones cannot accept variations which alter the Edward Jones Custodial Agreement.” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025, Traditional IRA (also SEP, SIMPLE). Source document

Trust as beneficiary. “Custom beneficiary designations can specify beneficiary types including individuals, entities, trusts and separate share trusts.” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025. Source document

Trust as contingent. “Custom beneficiary designations can specify beneficiary types including individuals, entities, trusts and separate share trusts.” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025. Source document

Trust details on the form. “Living trust: Trust's title or name Original date the trust agreement was executed by the grantor/settlor (not the most recent amendment or restatement date) ... Testamentary trust: Trust's title or name Date of the will executed by the testator under which the testamentary trust is created If the will creates more than one trust, specific details to identify which trust is being designated” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025. Source document

How to name the trust. “Good Example: 100% to the John Wayne Doe Revocable Trust U/A dated 01/01/01 ... Original date the trust agreement was executed by the grantor/settlor (not the most recent amendment or restatement date)” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025. Source document

Sub-trust or sample wording. “Good Example: Jane Doe Sub-Trust Under the John Wayne Doe Revocable Trust under Agreement dated 01/01/01 ... For trust shares or multiple subtrusts The designation must include language that indicates from whom Edward Jones may accept information and instruction” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025. Source document

Trust documents. “The designation cannot include specific terms of any trust entitled to receive the assets, and Edward Jones cannot accept variations which alter the Edward Jones Custodial Agreement.” Web page, form custodial agreement LGL-7414Q-A-E-CC (URL name LGL-7414M-A), revision agreement REV. SEP 2025. Source document

Trust as beneficiary. “Account Owner must indicate a tax identification number issued ... Form in order for the designation to be valid, except when a tax ... Account Owner's living trust is using the Account Owner's Social ... Security Number for income tax reporting during the lifetime of” Page 2, form LGL-9787-A-A1, revision 2016-02. Source document

Trust as contingent. “The terms Beneficiary and Beneficiaries as used in this Agreement ... include Primary Beneficiaries and Contingent Beneficiaries.” Page 2, form LGL-9787-A-A1, revision 2016-02. Source document

Trust details on the form. “Account Owner must indicate a tax identification number issued ... Form in order for the designation to be valid” Page 2, form LGL-9787-A-A1, revision 2016-02. Source document

Trust as beneficiary. “Relationship ... My Estate A Trust Other ... Example 2: Trust as Beneficiary ... Trust of Jane Doe XX-XXXXXXX 06/30/2015” Page 1, form GU35, revision 2020-12-31. Source document

Trust as contingent. “Contingent Beneficiary Name (Name of Individual, Trust, Charity, etc.)” Page 1, form GU35, revision 2020-12-31. Source document

Trust details on the form. “Social Security or Taxpayer Identification Number ... Date of Birth or Trust Date” Page 1, form GU35, revision 2020-12-31. Source document

How to name the trust. “Primary Beneficiary Name (Name of Individual, Trust, Charity, etc.) ... Date of Birth or Trust Date ... Trust of Jane Doe” Page 1, form GU35, revision 2020-12-31. Source document

Trust documents. “NOTE: Additional documentation may be required certify different types of beneficiaries such as estate or trustee.” Page 2. Source document

Trust as beneficiary. “If a trust is designated as a beneficiary, please include the full name of the trust and the date and name(s) of the present acting trustee(s).” Page 1, form X03435_6_f (Cat. #125279), revision 2024-01, EQUI-VEST 403(b) (TSA) and Keogh contracts. Source document

Trust as contingent. “If a trust is designated as a beneficiary, please include the full name of the trust ... (b) If all Primary Beneficiaries pre-decease me, I designate” Page 1, form X03435_6_f (Cat. #125279), revision 2024-01, EQUI-VEST 403(b) (TSA) and Keogh contracts. Source document

Trust details on the form. “please include the full name of the trust and the date and name(s) of the present acting trustee(s)” Page 1, form X03435_6_f (Cat. #125279), revision 2024-01, EQUI-VEST 403(b) (TSA) and Keogh contracts. Source document

How to name the trust. “please include the full name of the trust and the date and name(s) of the present acting trustee(s) ... Trustee(s) under Trust Agreement dated February 1, 1994.” Page 1, form X03435_6_f (Cat. #125279), revision 2024-01, EQUI-VEST 403(b) (TSA) and Keogh contracts. Source document

Sub-trust or sample wording. “Trustee(s) under Trust Agreement dated February 1, 1994. ... Trustee(s) of the Trust created in the instrument admitted to probate as the Last Will and Testament of the annuitant” Page 3, form X03435_6_f (Cat. #125279), revision 2024-01, EQUI-VEST 403(b) (TSA) and Keogh contracts. Source document

Trust as beneficiary. “If a trust is designated as a beneficiary, please include the full name of the trust and the date and name(s) of the present acting trustee(s).” Page 1, revision 2024-01, EQUI-VEST IRA (Traditional, Roth, SEP, SARSEP, SIMPLE) and NQ annuity contracts. Source document

Trust as contingent. “If a trust is designated as a beneficiary, please include the full name of the trust ... (b) If all Primary Beneficiaries pre-decease me, I designate” Page 1, revision 2024-01, EQUI-VEST IRA (Traditional, Roth, SEP, SARSEP, SIMPLE) and NQ annuity contracts. Source document

Trust details on the form. “please include the full name of the trust and the date and name(s) of the present acting trustee(s)” Page 1, revision 2024-01, EQUI-VEST IRA (Traditional, Roth, SEP, SARSEP, SIMPLE) and NQ annuity contracts. Source document

How to name the trust. “please include the full name of the trust and the date and name(s) of the present acting trustee(s) ... Trustee(s) under Trust Agreement dated February 1, 1994.” Page 1, revision 2024-01, EQUI-VEST IRA (Traditional, Roth, SEP, SARSEP, SIMPLE) and NQ annuity contracts. Source document

Sub-trust or sample wording. “Trustee(s) under Trust Agreement dated February 1, 1994. ... Trustee(s) of the Trust created in the instrument admitted to probate as the Last Will and Testament of the annuitant” Page 3, revision 2024-01, EQUI-VEST IRA (Traditional, Roth, SEP, SARSEP, SIMPLE) and NQ annuity contracts. Source document

Trust as beneficiary. “If the proposed Beneficiary is a Trust, the full name and date of the Trust Agreement or the number of the Trust must be furnished. ... JAMES ROE Trust Agreement dated February 1, 1981; NANCY ROE and MARGARET ROE, Trustees.” Page 2, form E6258, Individual life insurance policies (Beneficiary Change e14616, Cat. 137177, 3/23; earlier AXA Equitable form E6258), read from a Wayback Machine capture of 2006-11-10. Source document

Trust as contingent. “Designation of New Contingent Beneficiary(ies) ... Type: Individual/Trust/Corporation/Other (list)” Page 2, revision 2023-03, Individual life insurance policies (Beneficiary Change e14616, Cat. 137177, 3/23; earlier AXA Equitable form E6258). Source document

Trust details on the form. “If the proposed Beneficiary is a Trust, the date of the Trust Agreement, name and address of Trustee, and Tax Identification Number (Social Security Number, Individual Taxpayer Identification Number, Employer ID Number) must be indicated.” Page 2, revision 2023-03, Individual life insurance policies (Beneficiary Change e14616, Cat. 137177, 3/23; earlier AXA Equitable form E6258). Source document

How to name the trust. “the date of the Trust Agreement, name and address of Trustee, and Tax Identification Number ... JAMES ROE Trust Agreement dated February 1, 1981; NANCY ROE and MARGARET ROE, Trustees.” Page 2, revision 2023-03, Individual life insurance policies (Beneficiary Change e14616, Cat. 137177, 3/23; earlier AXA Equitable form E6258). Source document

Sub-trust or sample wording. “JAMES ROE Trust created in the instrument admitted to probate as the Last Will and Testament of the Insured; MARGARET ROE, Trustee.” Page 2, form E6258, Individual life insurance policies (Beneficiary Change e14616, Cat. 137177, 3/23; earlier AXA Equitable form E6258), read from a Wayback Machine capture of 2006-11-10. Source document

Trust as beneficiary. “In addition to naming a person as beneficiary (often a spouse, children or other individual), non-individuals such as trusts and charities can be named as IRA beneficiaries.” Web page, Traditional IRA (self-directed; also Roth). Source document

Trust as contingent. “Select Beneficiary Type Primary Contingent ... SELECT ONE: Individual Trust/Charity/Organization” Page 1, form MT_F-0003-02, revision Rev. 050925, Traditional IRA (self-directed; also Roth). Source document

Trust details on the form. “NAME OF TRUST/CHARITY/ORGANIZATION SOCIAL SECURITY NUMBER/TAX ID ... BIRTHDATE/DATE OF ESTABLISHMENT” Page 1, form MT_F-0003-02, revision Rev. 050925, Traditional IRA (self-directed; also Roth). Source document

Trust documents. “If primary beneficiary is a Trust, please complete Equity Trust's Beneficiary Certification Form OR supply a copy of the Trust documents.” Page 1, form MT_F-0003-02, revision Rev. 050925, Traditional IRA (self-directed; also Roth). Source document

Trust as beneficiary. “Corporate trustees ... Trustee, or its successors in trust, under Trust ... Individual trustee ... naming Mary Smith as Trustee under Trust Agreement” Page 1, revision 2018-09. Source document

Trust details on the form. “Trustee, or its successors in trust, under Trust ... naming Mary Smith as Trustee under Trust Agreement” Page 1, revision 2018-09. Source document

How to name the trust. “Trustee, or its successors in trust, under Trust ... naming Mary Smith as Trustee under Trust Agreement” Page 1, revision 2018-09. Source document

Sub-trust or sample wording. “Corporate trustees ... Trustee, or its successors in trust, under Trust ... Individual trustee” Page 1, revision 2018-09. Source document

Trust as beneficiary. “Corporate trustees ... Trustee, or its successors in trust, under Trust ... Individual trustee ... naming Mary Smith as Trustee under Trust Agreement” Page 1, revision 2018-09. Source document

Trust details on the form. “Trustee, or its successors in trust, under Trust ... naming Mary Smith as Trustee under Trust Agreement” Page 1, revision 2018-09. Source document

How to name the trust. “Trustee, or its successors in trust, under Trust ... naming Mary Smith as Trustee under Trust Agreement” Page 1, revision 2018-09. Source document

Sub-trust or sample wording. “Corporate trustees ... Trustee, or its successors in trust, under Trust ... Individual trustee” Page 1, revision 2018-09. Source document

Trust as beneficiary. “You can designate up to twenty beneficiaries of your account including persons, a trust, a corporation, your estate, or another legal entity (including a foundation or charity).” Page 6, form TSPBK31, revision 2024-03. Source document

Trust as contingent. “in your secondary account, you will need to assign either "primary" or "contingent" to each beneficiary.” Page 6, form TSPBK31, revision 2024-03. Source document

Trust details on the form. “Name of Individual (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation ... Name of Trustee/Executor (if applicable) ... SSN/EIN/Tax ID” Page 3, form TSP-3, revision 2017-05. Source document

How to name the trust. “If the beneficiary is a trust, check the box marked ... Enter the name of the trust and the trustee's name and” Page 6, form TSP-3, revision 2017-05. Source document

Trust as beneficiary. “Primary Beneficiaries ... Trust Social Security or Taxpayer ID Number Date of Birth/Trust MM DD YYYY ... trust or estate, in which case the term may mean the trustee” Page 1, form 1.925787.107, revision 2025-04. Source document

Trust as contingent. “Contingent Beneficiaries ... Trust Social Security or Taxpayer ID Number Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04. Source document

Trust details on the form. “Trust Social Security or Taxpayer ID Number Date of Birth/Trust MM DD YYYY Share Percentage” Page 1, form 1.925787.107, revision 2025-04. Source document

How to name the trust. “Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04. Source document

Trust documents. “Beneficial Ownership for Trusts form ... Fidelity Certification of Trust form OR the following from your trust agreement: Title page, signature page, and the ... page that lists the succession of trustees, if necessary” Page 1, form 1.9885017.104, revision 2024-08. Source document

Trust as beneficiary. “Primary Beneficiaries ... Non-Spouse / Trust / Other Entity” Page 1, form 1.925787.107, revision 2025-04, Traditional IRA (incl. Rollover, SEP, SIMPLE); Roth IRA. Source document

Trust as contingent. “Contingent Beneficiaries ... Non-Spouse / Trust / Other Entity” Page 2, form 1.925787.107, revision 2025-04, Traditional IRA (incl. Rollover, SEP, SIMPLE); Roth IRA. Source document

Trust details on the form. “Name ... Social Security or Taxpayer ID Number ... Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04, Traditional IRA (incl. Rollover, SEP, SIMPLE); Roth IRA. Source document

How to name the trust. “Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04, Traditional IRA (incl. Rollover, SEP, SIMPLE); Roth IRA. Source document

Trust as beneficiary. “Non-Spouse / Trust / Other Entity” Web page, form 1.925787.107, revision 2025-04. Source document

Trust as contingent. “Contingent Beneficiaries ... Trust” Page 2, form 1.929800.107, revision 2025-06. Source document

Trust details on the form. “Name ... Social Security or Taxpayer ID Number ... Date of Birth/Trust MM DD YYYY” Page 1, form 1.929800.107, revision 2025-06. Source document

How to name the trust. “Date of Birth/Trust MM DD YYYY” Page 1, form 1.929800.107, revision 2025-06. Source document

Trust as beneficiary. “Primary Beneficiaries For each beneficiary you list, check a beneficiary type ... Non-Spouse Trust Social Security or Taxpayer ID Number” Page 2, form 1.925788.107, revision 2025-04. Source document

Trust as contingent. “Contingent beneficiaries receive assets only if no primary beneficiary survives you. ... Non-Spouse Trust Social Security or Taxpayer ID Number” Page 2, form 1.925788.107, revision 2025-04. Source document

Trust details on the form. “Non-Spouse Trust Social Security or Taxpayer ID Number Date of Birth/Trust MM DD YYYY” Page 2, form 1.925788.107, revision 2025-04. Source document

How to name the trust. “Non-Spouse Trust Social Security or Taxpayer ID Number Date of Birth/Trust MM DD YYYY” Page 2, form 1.925788.107, revision 2025-04. Source document

Trust as beneficiary. “Name of Person, Trust, or Entity ... For Fidelity Personal Retirement and Fidelity Fixed Deferred Retirement Annuities, trust-owned contracts MUST have the owning” Page 2, form 1.9865752.109, revision 2026-06. Source document

Trust as contingent. “Contingent Beneficiaries ... Name of Person, Trust, or Entity” Page 2, form 1.9865752.109, revision 2026-06. Source document

Trust details on the form. “Social Security or Taxpayer ID Number ... Date of Birth or Trust MM DD YYYY” Page 2, form 1.9865752.109, revision 2026-06. Source document

How to name the trust. “Date of Birth or Trust MM DD YYYY” Page 2, form 1.9865752.109, revision 2026-06. Source document

Trust as beneficiary. “Name of Person, Trust, or Entity ... Date of Birth or Trust MM DD YYYY” Page 1, form 1.9905376.102, revision 2024-04. Source document

Trust as contingent. “Secondary Beneficiaries ... Name of Person, Trust, or Entity” Page 1, form 1.9905376.102, revision 2024-04. Source document

Trust details on the form. “In trust situations, be sure to include legal name of trust, date of trust and name of trustee(s). If applicable,” Page 3, form 1.906359.105. Source document

How to name the trust. “In trust situations, be sure to include legal name of trust, date of trust and name of trustee(s).” Page 3, form 1.906359.105. Source document

Sub-trust or sample wording. “John A. Doe, Irrevocable Trust dated 1/1/2000. Mary J. Doe, trustee.” Page 3, form 1.906359.105. Source document

Trust as beneficiary. “Use this form to add or change the beneficiaries of your Fidelity IRA ... or Fidelity HSA account(s) ... Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04. Source document

Trust as contingent. “Contingent beneficiaries ... receive assets only if no ... Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04. Source document

Trust details on the form. “Social Security or Taxpayer ID Number ... Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04. Source document

How to name the trust. “Date of Birth/Trust MM DD YYYY” Page 1, form 1.925787.107, revision 2025-04. Source document

Trust as beneficiary. “Relationship to Applicant: Spouse OR Trust OR Estate/Charity OR Other ... Trust Name” Page 3, form 1.471260.114. Source document

Trust as contingent. “Contingent Beneficiary(ies) ... Trust Name ... Date of Birth or Trust Date” Page 3, form 1.471260.114. Source document

Trust details on the form. “Naming a trust: Provide the name, date, and tax identification number of the trust (if available). If there has not been a tax identification number assigned to the trust, provide your Social Security number. The trust must be established prior to the date this form is submitted. ... If available, provide the name and address of one trustee.” Page 1, form 1.471260.114. Source document

How to name the trust. “If you designate a trust as a beneficiary, please include the trust's name and the date the trust was created.” Page 1, form 1.471260.114. Source document

Trust documents. “Do not send a copy of the trust agreement.” Page 1, form 1.471260.114. Source document

Trust as beneficiary. “I designate the following individual(s) or entity as my primary or contingent death beneficiary(ies) of this HSA ... (OR DATE OF TRUST)” Page 1, read from a Wayback Machine capture of 2022-03-16. Source document

Trust as contingent. “I designate the following individual(s) or entity as my primary or contingent death beneficiary(ies)” Page 1, read from a Wayback Machine capture of 2022-03-16. Source document

Trust details on the form. “(OR DATE OF TRUST) ... (OR TIN OF TRUST)” Page 1, read from a Wayback Machine capture of 2022-03-16. Source document

Trust as beneficiary. “If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 2, form 69448P-UTOD, revision 2026-01-30. Source document

Trust as contingent. “CONTINGENT BENEFICIARY(S) If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 3, form 69448P-UTOD, revision 2026-01-30. Source document

Trust details on the form. “If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 2, form 69448P-UTOD, revision 2026-01-30. Source document

How to name the trust. “If Beneficiary is a Trust: Provide Name of Trust, names of all trustees, and date established” Page 2, form 69448P-UTOD, revision 2026-01-30. Source document

Trust as beneficiary. “A member may designate as beneficiary any person, organization, trust, or his or her estate ... If a member who dies prior to his or her effective date of retirement has designated a trust as his or her beneficiary, such trust shall be entitled only to a refund of the member's contributions” Web page, revision 2016-07, FRS Pension Plan (defined benefit; active and terminated members, Form BEN-001). Source document

Trust as contingent. “2. Contingent Beneficiary(s)” Page 2, form BEN-001, revision 2016-07, FRS Pension Plan (defined benefit; active and terminated members, Form BEN-001). Source document

Trust documents. “When a member makes a beneficiary designation involving a trust, either upon application for retirement or after retirement, he or she shall file with the Division: 1. A copy of the trust instrument; and, 2. A copy of the acceptance of the trusteeship by the trustee” Web page, revision 2016-07, FRS Pension Plan (defined benefit; designation at and after retirement, payment options 1 to 4 and DROP). Source document

Trust as beneficiary. “Name OR Name of Trust (trust date required mm/dd/yyyy)” Page 1, form RRET-FBEN, revision 11/25, Franklin Templeton IRA (FTIOS custodian). Source document

Trust as contingent. “DESIGNATE YOUR CONTINGENT BENEFICIARY(IES) ... Name OR Name of Trust (trust date required mm/dd/yyyy)” Page 1, form RRET-FBEN, revision 11/25, Franklin Templeton IRA (FTIOS custodian). Source document

Trust details on the form. “Name of Trust (trust date required mm/dd/yyyy)” Page 1, form RRET-FBEN, revision 11/25, Franklin Templeton IRA (FTIOS custodian). Source document

How to name the trust. “Name OR Name of Trust (trust date required mm/dd/yyyy)” Page 1, form RRET-FBEN, revision 11/25, Franklin Templeton IRA (FTIOS custodian). Source document

Trust documents. “A copy of the following "key" sections from the trust document: (1) the first ("title") page, (2) the page(s) naming the current (successor) trustee(s), and (3) the signature page(s).” Page 11, form 75085T, Franklin Templeton IRA (FTIOS custodian). Source document

Trust as beneficiary. “Except as otherwise provided herein, any individual and any trust, corporation, partnership, or other entity may be designated as a beneficiary under a TOD registration.” Page 6, form FM523C, revision 2025-02, Putnam mutual fund non-retirement TOD (Putnam Investor Services transfer agent; Massachusetts law). Source document

Trust as contingent. “Section 3C - Contingent beneficiary(ies) ... Full name of entity/trust (required)” Page 3, form FM523C, revision 2025-02, Putnam mutual fund non-retirement TOD (Putnam Investor Services transfer agent; Massachusetts law). Source document

Trust details on the form. “Full name of entity/trust (required) ... Social Security/Tax ID number (required) ... Date of trust (mm/dd/yyyy; required for a trust)” Page 3, form FM523C, revision 2025-02, Putnam mutual fund non-retirement TOD (Putnam Investor Services transfer agent; Massachusetts law). Source document

How to name the trust. “Full name of entity/trust (required) ... Date of trust (mm/dd/yyyy; required for a trust)” Page 3, form FM523C, revision 2025-02, Putnam mutual fund non-retirement TOD (Putnam Investor Services transfer agent; Massachusetts law). Source document

Trust documents. “A certified copy or excerpt of the trust must be provided (original certification within 120 days); the document must include the first page, signature page, and the page naming the trustees and successor trustees.” Page 1, form FM532, revision 2025-01, Putnam mutual fund non-retirement TOD (Putnam Investor Services transfer agent; Massachusetts law). Source document

Trust as beneficiary. “Name (first, middle, last or trust/entity) ... For Custodial IRA Contracts, the Custodian must be listed as the Beneficiary.” Page 1, form FA5014-06. Source document

Trust as contingent. “Primary Per Stirpes Irrevocable ... Contingent ... Full Name (First, Middle, Last or Trust/Entity)” Page 2, form FA5014-06. Source document

Trust details on the form. “Full Name (First, Middle, Last or Trust/Entity) Taxpayer I.D. (SSN or EIN)” Page 2, form FA5014-06. Source document

How to name the trust. “Date of Birth/Trust (mm/dd/yyyy)” Page 2, form GA20013-02. Source document

Trust documents. “If you name a trust as the Beneficiary, submit a copy of the trust for our file.” Page 3, form FA5014-06. Source document

Trust as beneficiary. “Full Name (First, Middle, Last or Trust/Entity) ... If you name a trust as the Beneficiary, submit a copy of the trust for our file. ... For contracts with a Trust as the Owner, the Trust must be listed as the Beneficiary.” Web page, form FA5014-06. Source document

Trust as contingent. “Primary Per Stirpes Irrevocable ... Contingent ... Full Name (First, Middle, Last or Trust/Entity)” Page 2, form FA5014-06. Source document

Trust details on the form. “Full Name (First, Middle, Last or Trust/Entity) Taxpayer I.D. (SSN or EIN)” Page 2, form FA5014-06. Source document

Trust documents. “If you name a trust as the Beneficiary, submit a copy of the trust for our file.” Page 3, form FA5014-06. Source document

Trust as beneficiary. “Individual, Trust or Company Name ... If you are designating a Trust as your beneficiary, signing as a Trustee, or if there have been changes to the Trust, please submit an updated Trust Verification Form.” Page 1. Source document

Trust as contingent. “CONTINGENT BENEFICIARY(IES) ... Individual, Trust or Company Name” Page 2. Source document

Trust details on the form. “Use this form to certify the name, date and trustees of your trust. ... Social Security / Tax Identification Number” Page 1. Source document

How to name the trust. “Full Name of Trust: ... Original Trust Date ... Name(s) of Trustee(s) and Relationship to Proposed Insured(s):” Page 1. Source document

Trust documents. “please submit an updated Trust Verification Form ... Please be advised that the Company reserves the right to request and receive a copy of the Trust documents.” Page 1. Source document

Trust as beneficiary. “Beneficiary Type: Individual Person Entity (trust, estate, charity, etc.)” Page 3. Source document

Trust details on the form. “enter the name, date of birth (if the beneficiary is an individual), Tax Identification Number (Social Security Number, Individual Tax Identification Number, or Employer Identification Number), and address of each designated beneficiary” Page 3. Source document

Trust documents. “Trustees must provide a copy of trust documents.” Page 5. Source document

Trust as beneficiary. “Primary Beneficiary Name ... Birth /Trust Date SSN/TIN ... Trustee Under the Insured's Last Will & Testament” Page 1, revision 2020-05, Guardian individual life insurance (Request for Beneficiary Change TITLE-BENE 05/20; Guardian, GIAC, Berkshire Life). Source document

Trust as contingent. “Contingent Beneficiary Name ... Birth /Trust Date SSN/TIN” Page 2, revision 2020-05, Guardian individual life insurance (Request for Beneficiary Change TITLE-BENE 05/20; Guardian, GIAC, Berkshire Life). Source document

Trust details on the form. “Birth /Trust Date SSN/TIN” Page 2, revision 2020-05, Guardian individual life insurance (Request for Beneficiary Change TITLE-BENE 05/20; Guardian, GIAC, Berkshire Life). Source document

How to name the trust. “Birth /Trust Date SSN/TIN” Page 2, revision 2020-05, Guardian individual life insurance (Request for Beneficiary Change TITLE-BENE 05/20; Guardian, GIAC, Berkshire Life). Source document

Trust as beneficiary. “(including your estate or a trust, as applicable) ... Primary Beneficiary 1 Estate/Trust Yes No” Page 1, read from a Wayback Machine capture of 2022-01-19. Source document

Trust as contingent. “receive your HSA assets in the event that all of your primary beneficiaries pass away before you ... Beneficiary 2 Estate/Trust Yes No” Page 1, read from a Wayback Machine capture of 2022-01-19. Source document

Trust details on the form. “Name SSN or TIN Date of Birth (mm/dd/yyyy)” Page 1, read from a Wayback Machine capture of 2022-01-19. Source document

Trust as beneficiary. “The following individual(s) or entity shall be my primary and/or contingent beneficiary(ies) ... number (TIN, if Trust) ... organizations, such as a trust or charity” Page 1. Source document

Trust as contingent. “I designate the individual(s) or entity named below as my primary and/or contingent beneficiary(ies) of this HSA ... number (TIN, if Trust)” Page 1. Source document

Trust details on the form. “Valid Social Security numbers must be on file for your designated beneficiary(ies) in order to process them ... All fields are required ... (creation date, if Trust) ... number (TIN, if Trust)” Page 1. Source document

How to name the trust. “(creation date, if Trust) ... number (TIN, if Trust)” Page 1. Source document

Trust as beneficiary. “Can a trust be a beneficiary? Yes, as long as a trust is not an owner of the account.” Web page. Source document

Trust documents. “Can a trust be a beneficiary? Yes, as long as a trust is not an owner of the account. You will need to provide the Certificate of Trust.” Web page. Source document

Trust as beneficiary. “Trust as Beneficiary ... Please select one. Primary Beneficiary Contingent Beneficiary” Page 2, form IRA-012, revision 2024-01, Traditional IRA (incl. rollover/self-directed). Source document

Trust as contingent. “Name of Trustee(s): ... Please select one Primary Beneficiary Contingent Beneficiary” Page 2, form IRA-012, revision 2024-01, Traditional IRA (incl. rollover/self-directed). Source document

Trust details on the form. “For a standard Trust - we require the date the Trust was created ... For a Testamentary Trust ... we require the words "in my last will and testament" ... For a Sub-Trust - The full name of the sub-trust and the trust as it appears on the trust document, with the sub-trust's name listed first ... If account owner is the trustee of his/her own trust, please provide the name and address of a successor trustee for us to contact after death.” Page 2, form IRA-012, revision 2024-01, Traditional IRA (incl. rollover/self-directed). Source document

How to name the trust. “For a standard Trust - we require the date the Trust was created in the created field below. ... Name of Trustee(s):” Page 2, form IRA-012, revision 2024-01, Traditional IRA (incl. rollover/self-directed). Source document

Sub-trust or sample wording. “For a Sub-Trust - The full name of the sub-trust and the trust as it appears on the trust document, with the sub-trust's name listed first to show that it is the named beneficiary. Example: Doe Children's Trust created under the Jane Doe Revocable Trust dated 1/1/2021” Page 2, form IRA-012, revision 2024-01, Traditional IRA (incl. rollover/self-directed). Source document

Trust as beneficiary. “If the beneficiary is a Trust, please attach a signed copy of the Trust document.” Page 2, form iraBeneficiaryForm, revision 2016-12, Traditional IRA (also SEP). Source document

Trust as contingent. “Choose beneficiary type: Primary Contingent” Web page, form iraBeneficiaryForm, revision 2016-12, Traditional IRA (also SEP). Source document

Trust details on the form. “If the beneficiary is a Trust, please attach a signed copy of the Trust document.” Page 2, form iraBeneficiaryForm, revision 2016-12, Traditional IRA (also SEP). Source document

Trust documents. “If the beneficiary is a Trust, please attach a signed copy of the Trust document.” Page 2, form iraBeneficiaryForm, revision 2016-12, Traditional IRA (also SEP). Source document

Trust as beneficiary. “Non-Spouse Trust Share Percentage” Page 1, form IRAR Beneficiary Designation, revision 2024-11. Source document

Trust as contingent. “I designate the following person(s) named below as my Primary and/or Contingent Beneficiaries ... Non-Spouse Trust” Page 1, form IRAR Beneficiary Designation, revision 2024-11. Source document

Trust documents. “If I named a Trust as a Beneficiary, I understand I must supply a copy or abstract of the Trust.” Page 1, form IRAR Beneficiary Designation, revision 2024-11. Source document

Trust as beneficiary. “Non-Spouse Trust Share Percentage” Page 1, form IRAR Beneficiary Designation, revision 2024-11. Source document

Trust as contingent. “I designate the following person(s) named below as my Primary and/or Contingent Beneficiaries ... Non-Spouse Trust” Page 1, form IRAR Beneficiary Designation, revision 2024-11. Source document

Trust documents. “If I named a Trust as a Beneficiary, I understand I must supply a copy or abstract of the Trust.” Page 1, form IRAR Beneficiary Designation, revision 2024-11. Source document

Trust as beneficiary. “Relationship (select one) ... Entity ... Trust” Page 2, form 33030_CYI v6.0.1 (338 6302.240), revision not dated (version v6.0.1), Traditional IRA (incl. SEP). Source document

Trust as contingent. “Beneficiary Type (select one) Contingent Primary” Page 2, form 33030_CYI v6.0.1 (338 6302.240), revision not dated (version v6.0.1), Traditional IRA (incl. SEP). Source document

Trust details on the form. “all payments will be made solely and directly to, and any inherited IRA that is established after my death shall be maintained in the name of, the Trust (which must have a valid tax identification number).” Page 5, form 33030_CYI v6.0.1 (338 6302.240), revision not dated (version v6.0.1), Traditional IRA (incl. SEP). Source document

Trust documents. “The trustee of the Trust will be required to provide certain documentation and information to JPMS, such as (i) a copy of the Trust instrument and any amendments; or (ii) a list of all Trust beneficiaries (including contingent Trust beneficiaries), including a description of the interest each beneficiary will be entitled to upon my death, certifications that such list is/remains correct and complete” Page 5, form 33030_CYI v6.0.1 (338 6302.240), revision not dated (version v6.0.1), Traditional IRA (incl. SEP). Source document

See-through certification. “A. I certify that I understand the full text of Treasury Regulation 1.401(a)(9)-4 Q & A-5(b) and that the Trust complies with such regulation in that: It is valid under state law ... It is irrevocable or will, by its terms, become irrevocable upon my death. It identifies, by name or specific relation, the persons who are beneficiaries ... B. ... certify that this Trust does not meet the requirements of such regulation.” Page 5, form 33030_CYI v6.0.1 (338 6302.240), revision not dated (version v6.0.1), Traditional IRA (incl. SEP). Source document

Trust as beneficiary. “If you named a beneficiary which is a Trust, you understand that the Trustee must provide certain information concerning such Trust to Janney at the time of your death.” Page 2, form IRA BENEFICIARY CHANGE FORM, revision 02/2019, Traditional IRA (incl. small-plan IRAs). Source document

Trust details on the form. “Name Date of Birth Share % Spouse Per Stirpes” Page 1, form IRA BENEFICIARY CHANGE FORM, revision 02/2019, Traditional IRA (incl. small-plan IRAs). Source document

Trust documents. “the Trustee must provide certain information concerning such Trust to Janney at the time of your death.” Page 2, form IRA BENEFICIARY CHANGE FORM, revision 02/2019, Traditional IRA (incl. small-plan IRAs). Source document

Trust as beneficiary. “Entities or non-natural persons: You may designate as a beneficiary a non-natural person such as a trust or charitable organization. ... If you designate a trust as beneficiary, the death benefit will be payable to the trust and not to individual beneficiaries named in the trust.” Page 1, revision 2024-10, John Hancock variable and fixed annuity (Change of owner and/or beneficiary form 1307217), read from a Wayback Machine capture of 2025-04-08. Source document

Trust as contingent. “The Contingent Beneficiary is the person, persons or entity who becomes the Primary Beneficiary if the Primary Beneficiary is not alive.” Page 2, form 10231X, revision 2014-12, John Hancock variable and fixed annuity (Change of owner and/or beneficiary form 1307217), read from a Wayback Machine capture of 2015-03-22. Source document

Trust details on the form. “If the beneficiary is a Trust or Estate, please provide the name of Trustee or Executor” Page 2, form 10231X, revision 2014-12, John Hancock variable and fixed annuity (Change of owner and/or beneficiary form 1307217), read from a Wayback Machine capture of 2015-03-22. Source document

How to name the trust. “If the beneficiary is a Trust or Estate, please provide the name of Trustee or Executor” Page 2, form 10231X, revision 2014-12, John Hancock variable and fixed annuity (Change of owner and/or beneficiary form 1307217), read from a Wayback Machine capture of 2015-03-22. Source document

Trust as beneficiary. “If the named beneficiary is a trust, you must provide a copy of the trust agreement to Kingdom Trust.” Page 7, read from a Wayback Machine capture of 2021-01-20. Source document

Trust details on the form. “SSN/EIN” Page 7, read from a Wayback Machine capture of 2021-01-20. Source document

Trust documents. “If the named beneficiary is a trust, you must submit a copy of the trust with this completed and signed form.” Page 7, read from a Wayback Machine capture of 2021-01-20. Source document

Trust as beneficiary. “1. Primary beneficiary Spouse Non-spouse Trust Other entity” Page 1, form RPS81701-AL-LFG, revision 2018-06. Source document

Trust as contingent. “1. Contingent beneficiary Spouse Non-spouse Trust” Page 2, form RPS81701-AL-LFG, revision 2018-06. Source document

Trust details on the form. “Date of birth/trust (mm/dd/yyyy)” Page 1, form RPS81701-AL-LFG, revision 2018-06. Source document

How to name the trust. “Date of birth/trust (mm/dd/yyyy)” Page 1, form RPS81701-AL-LFG, revision 2018-06. Source document

Trust documents. “If you designate a trust as a beneficiary, a copy of the signed trust is required, as well as an affidavit explaining any special trust circumstances; such as look through trust, special needs trust, etc. ... If the trust is amended in the future, any amendments must be provided to Lincoln.” Page 1, form RPS81739-AL-LFG, revision 2024-04. Source document

See-through certification. “an affidavit explaining any special trust circumstances; such as look through trust, special needs trust, etc. Lincoln will be entitled to rely on representations made about the trust in the affidavit, including the trust's satisfying any requirements for its stated purpose.” Page 1, form RPS81739-AL-LFG, revision 2024-04. Source document

Trust as beneficiary. “For a trust as beneficiary skip to page 2 and complete the trust section. ... If designating a trust as beneficiary, complete the following” Page 1, revision 2025-10. Source document

Trust as contingent. “If designating a trust as beneficiary, complete the following: Primary Contingent” Page 2, revision 2025-10. Source document

Trust details on the form. “If designating a trust as beneficiary, complete the following ... Trustee's Name ... Date of Trust” Page 2, revision 2025-10. Source document

How to name the trust. “Trustee's Name ... Date of Trust” Page 2, revision 2025-10. Source document

Trust as beneficiary. “Use this section to designate a trust as a beneficiary. ... Indicate if this trust designation is for primary beneficiary or contingent beneficiary.” Page 5, form G10-00, revision 2023-12, Lincoln life insurance policy or certificate (incl. riders) beneficiary change. Source document

Trust as contingent. “If you are designating a trust or entity as a contingent beneficiary, proceed to step 6 or 7.” Page 4, form G10-00, revision 2023-12, Lincoln life insurance policy or certificate (incl. riders) beneficiary change. Source document

Trust details on the form. “Enter the trust name, tax ID number, date the trust was established, and address. ... Indicate all trustee names and contact information. ... Trust Tax ID Number is required.” Page 5, form G10-00, revision 2023-12, Lincoln life insurance policy or certificate (incl. riders) beneficiary change. Source document

How to name the trust. “Enter the trust name, tax ID number, date the trust was established, and address. ... Indicate all trustee names and contact information.” Page 5, form G10-00, revision 2023-12, Lincoln life insurance policy or certificate (incl. riders) beneficiary change. Source document

Trust as beneficiary. “You may also list a trust as either a primary or contingent beneficiary.” Web page, revision 2025-10-17. Source document

Trust as contingent. “You may also list a trust as either a primary or contingent beneficiary.” Web page, revision 2025-10-17. Source document

Trust details on the form. “To do so, you'll need to provide the trust's Tax Identification Number (TIN) ... in some cases, a living trust may use the grantor's Social Security Number (SSN) instead.” Web page, revision 2025-10-17. Source document

Trust as beneficiary. “You can add up to three primary and three contingent beneficiaries per account, including trusts. To name a trust as beneficiary, provide the trust's legal name and Tax ID as required on the form.” Web page. Source document

Trust as contingent. “You can add up to three primary and three contingent beneficiaries per account, including trusts.” Web page. Source document

Trust details on the form. “To name a trust as beneficiary, provide the trust's legal name and Tax ID as required on the form.” Web page. Source document

Trust as beneficiary. “You can add up to three primary and three contingent beneficiaries per account, including trusts. To name a trust as beneficiary, provide the trust's legal name and Tax ID as required on the form.” Web page. Source document

Trust as contingent. “You can add up to three primary and three contingent beneficiaries per account, including trusts.” Web page. Source document

Trust details on the form. “To name a trust as beneficiary, provide the trust's legal name and Tax ID as required on the form.” Web page. Source document

Trust as beneficiary. “Beneficiary name: first and last, trust, organization or estate ... designate any person, including an individual, trust, estate” Page 2, form 5305-RA. Source document

Trust as contingent. “D. SECONDARY BENEFICIARIES Please attach additional pages of this form if necessary. ... Beneficiary name: first and last, trust, organization or estate” Page 1, form F4V25. Source document

Trust details on the form. “Beneficiary name: first and last, trust, organization or estate ... Social Security/Tax ID Number ... Date of birth/Date of formation” Page 1, form F4V25. Source document

How to name the trust. “Date of birth/Date of formation” Page 1, form F4V25. Source document

Trust documents. “Do not provide a copy of the trust agreement or any part of it unless requested by Madison Trust Company.” Page 1, form F00V5. Source document

See-through certification. “The trust is a valid trust under state law, or would be but for the fact that there is no corpus. ... The trust is irrevocable or will not be revoked during the duration of the time that the Madison Trust Company account is open.” Page 3, form F00V5. Source document

Trust as beneficiary. “If you are designating a Trust as Primary or Contingent beneficiary, the first, last, and signature page of the Trust are required.” Page 1, form none printed, revision 8/2024, Traditional IRA (also Roth). Source document

Trust as contingent. “If you are designating a Trust as Primary or Contingent beneficiary, the first, last, and signature page of the Trust” Page 1, form none printed, revision 8/2024, Traditional IRA (also Roth). Source document

Trust details on the form. “the first, last, and signature page of the Trust are required.” Page 1, form none printed, revision 8/2024, Traditional IRA (also Roth). Source document

Trust documents. “Upon the Trust becoming owner of the account, the fully executed Trust documents will be required to process a death claim.” Page 1, form none printed, revision 8/2024, Traditional IRA (also Roth). Source document

Trust as beneficiary. “Named Individual(s) Trust Trust under Will Estate of the Insured Other Entity ... For Non-Qualified Deferred Compensation Plan and Qualified Plan owned contracts, the plan must be designated as primary beneficiary.” Page 5, form FR2057, read from a Wayback Machine capture of 2025-06-21. Source document

Trust as contingent. “Beneficiary (Select one): Primary Contingent Type (Select one): Named Individual(s) Trust Trust under Will Estate of the Insured Other Entity” Page 6, form FR2057, read from a Wayback Machine capture of 2025-06-21. Source document

Trust details on the form. “Full legal name: ... Date of birth/Trust (mm/dd/yyyy): ... Taxpayer Identification Number (SSN / ITIN / EIN):” Page 3, form FR2057, read from a Wayback Machine capture of 2025-06-21. Source document

How to name the trust. “Date of birth/Trust (mm/dd/yyyy):” Page 5, form FR2057, read from a Wayback Machine capture of 2025-06-21. Source document

Trust as beneficiary. “With respect to any trust designated as Beneficiary, MassMutual Ascend and Affiliates shall neither be obligated to inquire into the terms of the trust ... If the Beneficiary is a trust, please provide the trust's name, the trustee name(s), and the trust agreement date. ... If the owner of the contract is a trust, we may reject the designation of any Beneficiary other than the trust itself.” Page 2, form X6002701NW, revision 2025-03-27, MassMutual Ascend non-qualified annuity (beneficiary section of the ownership change form). Source document

Trust as contingent. “Beneficiary(ies) Type: Primary Contingent ... With respect to any trust designated as Beneficiary” Page 2, form X6002701NW, revision 2025-03-27, MassMutual Ascend non-qualified annuity (beneficiary section of the ownership change form). Source document

Trust details on the form. “If the Beneficiary is a trust, please provide the trust's name, the trustee name(s), and the trust agreement date.” Page 2, form X6002701NW, revision 2025-03-27, MassMutual Ascend non-qualified annuity (beneficiary section of the ownership change form). Source document

How to name the trust. “If the Beneficiary is a trust, please provide the trust's name, the trustee name(s), and the trust agreement date.” Page 2, form X6002701NW, revision 2025-03-27, MassMutual Ascend non-qualified annuity (beneficiary section of the ownership change form). Source document

Sub-trust or sample wording. “If the trust has been divided into multiple sub-trusts or shares, please identify the sub-trust, or share as part of the owner's name. For example, "John & Jane Doe Tr 05/18/08 - Surv Tr" or "Smith Family Tr 12-01-97 FBO Samantha Smith."” Page 1, form X6017907NW, revision 2025-01-16, MassMutual Ascend non-qualified annuity (beneficiary section of the ownership change form). Source document

Trust documents. “If new owner is a trust, please DO NOT send us the trust document. ... MassMutual Ascend and Affiliates shall neither be obligated to inquire into the terms of the trust” Page 1, form X6002701NW, revision 2025-03-27, MassMutual Ascend non-qualified annuity (beneficiary section of the ownership change form). Source document

Trust as beneficiary. “Relationship ... My Estate A Trust Other ... Example 2: Trust as Beneficiary ... Trust of Jane Doe XX-XXXXXXX 06/30/2015” Page 1, form GU35, revision 2020-12-31. Source document

Trust as contingent. “Contingent Beneficiary Name (Name of Individual, Trust, Charity, etc.)” Page 1, form GU35, revision 2020-12-31. Source document

Trust details on the form. “Social Security or Taxpayer Identification Number ... Date of Birth or Trust Date” Page 1, form GU35, revision 2020-12-31. Source document

How to name the trust. “Primary Beneficiary Name (Name of Individual, Trust, Charity, etc.) ... Date of Birth or Trust Date ... Trust of Jane Doe” Page 1, form GU35, revision 2020-12-31. Source document

Trust documents. “NOTE: Additional documentation may be required certify different types of beneficiaries such as estate or trustee.” Page 2. Source document

Trust as beneficiary. “If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian.” Page 329, form 5.8, revision 2007-07-20, read from a Wayback Machine capture of 2009-02-19. Source document

Trust as contingent. “BENEFICIARY(IES) DESIGNATION Primary Contingent ... If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian.” Page 329, form 5.8, revision 2007-07-20, read from a Wayback Machine capture of 2009-02-19. Source document

Trust documents. “If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian.” Page 329, form 5.8, revision 2007-07-20, read from a Wayback Machine capture of 2009-02-19. Source document

Trust as beneficiary. “You may name one or more individuals and/or entities to be the primary or contingent beneficiary(ies) of your account, including your estate, trust or other entity.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022), Traditional IRA (IRA, IRRA, SEP, SIMPLE, BASIC). Source document

Trust as contingent. “(same)” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022), Traditional IRA (IRA, IRRA, SEP, SIMPLE, BASIC). Source document

Trust details on the form. “For estates, trusts or other entities please provide the exact name or title of the entity, tax identification number, and the date of inception, if available.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022), Traditional IRA (IRA, IRRA, SEP, SIMPLE, BASIC). Source document

How to name the trust. “For estates, trusts or other entities please provide the exact name or title of the entity, tax identification number, and the date of inception, if available. Although all fields are not required” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022), Traditional IRA (IRA, IRRA, SEP, SIMPLE, BASIC). Source document

Trust documents. “Please do not submit copies of your will or trust document. If an estate or trust is designated, Merrill shall rely solely upon the instructions of the executor/administrator or trustee and shall have no responsibility for monitoring the terms of the will or trust.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022), Traditional IRA (IRA, IRRA, SEP, SIMPLE, BASIC). Source document

Trust as beneficiary. “Retirement Selector Account 403(b)(7) ... You may name one or more individuals and/or entities to be the ... primary or contingent beneficiary(ies) of your account, including ... your estate, trust or other entity.” Page 1. Source document

Trust as contingent. “primary or contingent beneficiary(ies) of your account, including” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust details on the form. “other entities, please provide the exact name or title of the entity, ... tax identification number and the date of inception, if available.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

How to name the trust. “tax identification number and the date of inception, if available.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust documents. “Please do not submit copies of your will or trust document. If an” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust as beneficiary. “If you name a trust as Beneficiary for the Account, please list the names of all of the current Trustee(s) of the trust.” Page 2, form SHEET-06-17-0754, revision 2025-03. Source document

Trust as contingent. “The MLPF&S TOD Account does not provide for contingent or successor Beneficiaries.” Page 3, form SHEET-06-17-0754, revision 2025-03. Source document

Trust details on the form. “If you name a trust as Beneficiary for the Account, please list the names of all of the current Trustee(s) of the trust.” Page 2, form SHEET-06-17-0754, revision 2025-03. Source document

How to name the trust. “Name of all current Trustees and dates of trust creation (if Beneficiary is a Trust)” Page 1, form SHEET-06-17-0754, revision 2025-03. Source document

Trust as beneficiary. “You may name one or more individuals and/or entities to be the primary or contingent beneficiary(ies) of your account, including your estate, trust or other entity. ... Health Savings Account (HSA)” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust as contingent. “You may name one or more individuals and/or entities to be the primary or contingent beneficiary(ies) of your account, including your estate, trust or other entity.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust details on the form. “For estates, trusts or other entities please provide the exact name or title of the entity, tax identification number, and the date of inception, if available.” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

How to name the trust. “the date of inception, if available. Although all fields are not required” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust documents. “Please do not submit copies of your will or trust document. If an estate or trust is designated, Merrill shall rely solely upon the instructions of the executor/administrator or trustee” Page 1, form Code 1217-0424 (Merrill Edge version: BeneficiaryDesignation_1217_EDGE, SHEET-06-22-0505), revision 04/24 (Edge version 07/2022). Source document

Trust as beneficiary. “TRUST WITH INDIVIDUAL TRUSTEES RICHARD DOE AND JOHN SMITH, TRUSTEES, OR A SUCCESSOR IN TRUST UNDER (TRUST NAME) ESTABLISHED (DATE OF TRUST AGREEMENT).” Page 1, form 606300ben v20, revision 07/30/20. Source document

Trust details on the form. “TRUSTEES, OR A SUCCESSOR IN TRUST UNDER (TRUST NAME) ESTABLISHED (DATE OF TRUST AGREEMENT)” Page 1, form 606300ben v20, revision 07/30/20. Source document

How to name the trust. “RICHARD DOE AND JOHN SMITH, TRUSTEES, OR A SUCCESSOR IN TRUST UNDER (TRUST NAME) ESTABLISHED (DATE OF TRUST AGREEMENT)” Page 1, form 606300ben v20, revision 07/30/20. Source document

Sub-trust or sample wording. “TRUST WITH INDIVIDUAL TRUSTEES RICHARD DOE AND JOHN SMITH, TRUSTEES, OR A SUCCESSOR IN TRUST UNDER (TRUST NAME) ESTABLISHED (DATE OF TRUST AGREEMENT). TRUST WITH CORPORATE TRUSTEES ABC BANK & TRUST COMPANY, DES MOINES, IOWA. TRUSTEE OR SUCCESSOR IN TRUST UNDER (TRUST NAME) ESTABLISHED (DATE OF TRUST AGREEMENT).” Page 1, form 606300ben v20, revision 07/30/20. Source document

Trust as beneficiary. “NOTE: If a Trust is designated as a Primary or Contingent a copy of the trust must be submitted.” Page 3, form 403B-BENECHANGE, revision 2024-11, read from a Wayback Machine capture of 2025-05-28. Source document

Trust as contingent. “NOTE: If a Trust is designated as a Primary or Contingent a copy of the trust must be submitted.” Page 3, form 403B-BENECHANGE, revision 2024-11, read from a Wayback Machine capture of 2025-05-28. Source document

Trust documents. “NOTE: If a Trust is designated as a Primary or Contingent a copy of the trust must be submitted.” Page 3, form 403B-BENECHANGE, revision 2024-11, read from a Wayback Machine capture of 2025-05-28. Source document

Trust as beneficiary. “Living (Inter Vivos) Trust - See further instructions on page 4. ... Testamentary Trust created in your Will - The trust under your last Will and Testament as shall be admitted to probate.” Page 2, revision 2018-11, MetLife group term life (employer group certificate, beneficiary designation form GR-TR-BENE-MET2), read from a Wayback Machine capture of 2023-12-26. Source document

Trust as contingent. “Living (Inter Vivos) Trust - See further instructions on page 4. ... Total proceeds for all contingent beneficiaries (H-M plus any listed on separate pages) must equal 100%.” Page 2, revision 2018-11, MetLife group term life (employer group certificate, beneficiary designation form GR-TR-BENE-MET2), read from a Wayback Machine capture of 2023-12-26. Source document

Trust details on the form. “Additional information required for Living (Inter Vivos) Trust(s): Trust date Trust Tax ID number Trustee first, middle and last name” Web page, revision 2018-11, MetLife group term life (employer group certificate, beneficiary designation form GR-TR-BENE-MET2), read from a Wayback Machine capture of 2023-12-26. Source document

How to name the trust. “Additional information required for Living (Inter Vivos) Trust(s): Trust date Trust Tax ID number Trustee first, middle and last name” Web page, revision 2018-11, MetLife group term life (employer group certificate, beneficiary designation form GR-TR-BENE-MET2), read from a Wayback Machine capture of 2023-12-26. Source document

Trust documents. “A copy of the will is required before the claim can be settled.” Page 3, revision 2017-11, MetLife group accident, critical illness, cancer and hospital indemnity insurance (form GR-AC-CI-C-INS 11/17; certificates GCERT16/GCERT19). Source document

Trust as beneficiary. “SELECT ONE: Individual Trust/Charity/Organization INDIVIDUAL NAME OR NAME OF TRUST/CHARITY/ORGANIZATION” Page 1, form MT_F-0003-02, revision Rev. 050925. Source document

Trust as contingent. “Select Beneficiary Type Primary Contingent SELECT ONE: Individual Trust/Charity/Organization” Page 1, form MT_F-0003-02, revision Rev. 050925. Source document

Trust details on the form. “NAME OF TRUST/CHARITY/ORGANIZATION SOCIAL SECURITY NUMBER/TAX ID ... BIRTHDATE/DATE OF ESTABLISHMENT” Page 1, form MT_F-0003-02, revision Rev. 050925. Source document

How to name the trust. “NAME OF TRUST/CHARITY/ORGANIZATION ... BIRTHDATE/DATE OF ESTABLISHMENT” Page 1, form MT_F-0003-02, revision Rev. 050925. Source document

Trust documents. “If primary beneficiary is a Trust, please complete Equity Trust's Beneficiary Certification Form OR supply a copy of the Trust documents.” Page 1, form MT_F-0003-02, revision Rev. 050925. Source document

Trust as beneficiary. “Non-Spouse Trust* SOCIAL SECURITY NUMBER” Page 3, form Account Change Form - Beneficiary Designation. Source document

Trust as contingent. “BENEFICIARY TYPE: Primary Contingent RELATIONSHIP: CHECK ONE Spouse Non-Spouse Trust* Charity” Page 3, form Account Change Form - Beneficiary Designation. Source document

Trust documents. “You must submit a copy of your entire trust document if you desire the beneficiaries of the trust to be treated as designated beneficiaries for the purpose of determining Required Minimum Distributions.” Page 3, form Account Change Form - Beneficiary Designation. Source document

See-through certification. “You must submit a copy of your entire trust document if you desire the beneficiaries of the trust to be treated as designated beneficiaries for the purpose of determining Required Minimum Distributions.” Page 3, form Account Change Form - Beneficiary Designation. Source document

Trust as beneficiary. “Non-Spouse Trust* SOCIAL SECURITY NUMBER” Page 3, form Account Change Form - Beneficiary Designation. Source document

Trust as contingent. “BENEFICIARY TYPE: Primary Contingent RELATIONSHIP: CHECK ONE Spouse Non-Spouse Trust* Charity” Page 3, form Account Change Form - Beneficiary Designation. Source document

Trust documents. “You must submit a copy of your entire trust document if you desire the beneficiaries of the trust to be treated as designated beneficiaries for the purpose of determining Required Minimum Distributions.” Page 3, form Account Change Form - Beneficiary Designation. Source document

See-through certification. “You must submit a copy of your entire trust document if you desire the beneficiaries of the trust to be treated as designated beneficiaries for the purpose of determining Required Minimum Distributions.” Page 3, form Account Change Form - Beneficiary Designation. Source document

Trust as beneficiary. “a) Nonperson Beneficiaries : A trust, estate, charitable organization or other entity that is not an individual may be designated as a Beneficiary or contingent Beneficiary.” Web page, form not public, revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

Trust as contingent. “(same)” Page 3, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

Trust documents. “The documents described in (i) and (ii) above may be provided by the Participant or by the Trustee of the trust at any time starting with the date on which the trust is designated as a Beneficiary, but not later than October 31 of the year following the year of Participant's death.” Web page, form not public, revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

See-through certification. “The Required Documentation must be provided to the IRA custodian by October 31st of the year following the year of the IRA owner's death. Morgan Stanley has a trustee certification form for this purpose and generally requires the trustee to use this form to satisfy the Required Documentation condition.” Web page, form not public, revision 2012-10-01, Traditional IRA (custodian Morgan Stanley Smith Barney LLC). Source document

Trust as beneficiary. “DESIGNATION OF TRUST AS BENEFICIARY ... You may only designate a trust as your beneficiary contingent on our ability to begin to pay the trust within one year” Page 1, form 6475.M, revision 2012-01. Source document

Trust as contingent. “Secondary beneficiary (designate a primary beneficiary; you may also designate a tertiary beneficiary to be paid if the Trust cannot be paid).” Page 2, form 6475.M, revision 2012-01. Source document

Trust details on the form. “Type and date of Trust (check one and complete) ... Tax Identification Number (TIN) of the Trust ... Print here the FULL NAME AND ADDRESS OF THE TRUSTEE OR SUCCESSOR TRUSTEE to be contacted upon your death concerning benefits” Page 2, form 6475.M, revision 2012-01. Source document

How to name the trust. “My (Testamentary) Trust. Created under my Will dated ... The Living Trust of ... Print here the FULL NAME AND ADDRESS OF THE TRUSTEE OR SUCCESSOR TRUSTEE” Page 2, form 6475.M, revision 2012-01. Source document

Trust as beneficiary. “DESIGNATION OF TRUST AS BENEFICIARY ... You may only designate a trust as your beneficiary contingent on our ability to begin to pay the trust within one year” Page 1, form 6475.M, revision 2012-01. Source document

Trust as contingent. “Secondary beneficiary (designate a primary beneficiary; you may also designate a tertiary beneficiary to be paid if the Trust cannot be paid).” Page 2, form 6475.M, revision 2012-01. Source document

Trust details on the form. “Type and date of Trust (check one and complete) ... Tax Identification Number (TIN) of the Trust ... Print here the FULL NAME AND ADDRESS OF THE TRUSTEE OR SUCCESSOR TRUSTEE to be contacted upon your death concerning benefits” Page 2, form 6475.M, revision 2012-01. Source document

How to name the trust. “My (Testamentary) Trust. Created under my Will dated ... The Living Trust of ... Print here the FULL NAME AND ADDRESS OF THE TRUSTEE OR SUCCESSOR TRUSTEE” Page 2, form 6475.M, revision 2012-01. Source document

Trust as beneficiary. “Primary Beneficiary Designation ... Estate1 c Trust2 c Other (please specify):” Page 1, form APO-5309-X, revision 2025-08. Source document

Trust as contingent. “Contingent Beneficiary Designation ... Estate1 c Trust2 c Other (please specify):” Page 2, form APO-5309-X, revision 2025-08. Source document

Trust details on the form. “Entity Legal Name: ... TIN for Entity:” Page 2, form APO-5309-X, revision 2025-08. Source document

How to name the trust. “the legal Trust name and effective date, the Trustee(s) authorized to act on behalf of the Trust including any successor Trustee(s)” Page 2, form APO-5309-X, revision 2025-08. Source document

Trust documents. “Please provide a Certification of Trust (Trust Certificate) that provides necessary information to validate the trust including but not limited to the legal Trust name and effective date, the Trustee(s) authorized to act on behalf of the Trust including any successor Trustee(s), and the Trust's tax identification number.” Page 2, form APO-5309-X, revision 2025-08. Source document

Trust as beneficiary. “Primary Beneficiary(ies) (required) ... Estate1 c Trust2 c Creditor c Funeral Home c Other (please specify):” Page 1, revision 2025-11, Life insurance policies (Application for Change of Beneficiary Designation LAF-0119AO). Source document

Trust as contingent. “Contingent Beneficiary(ies) (optional) ... Estate4 c Trust5 c Other (please specify):” Page 2, revision 2025-11, Life insurance policies (Application for Change of Beneficiary Designation LAF-0119AO). Source document

Trust details on the form. “Please provide a Certification of Trust (Trust Certificate) that provides necessary information to validate the trust including but not limited to the legal Trust name and effective date” Page 2, form APO-5309-X, revision 2025-08, Life insurance policies (Application for Change of Beneficiary Designation LAF-0119AO). Source document

How to name the trust. “the legal Trust name and effective date, the Trustee(s) authorized to act on behalf of the Trust including any successor Trustee(s)” Page 2, form APO-5309-X, revision 2025-08, Life insurance policies (Application for Change of Beneficiary Designation LAF-0119AO). Source document

Trust documents. “Please provide a Certification of Trust (Trust Certificate) that provides necessary information to validate the trust ... If the beneficiary is an inter vivos or living trust, the Company is authorized to rely upon a statement from the Trustee(s) that the trust is active and in full force and effect.” Page 2, revision 2025-11, Life insurance policies (Application for Change of Beneficiary Designation LAF-0119AO). Source document

Trust as beneficiary. “If you are naming a Trust as beneficiary, you must submit the first and last pages of the Trust Document with this form.” Page 1, revision 2019-05, 401(k) employer plan (plan-specific example, Sea Island 401k Savings Plan). Source document

Trust as contingent. “If you are naming a Trust as beneficiary, you must submit the first and last pages of the Trust Document with this form. ... 4. Contingent Beneficiary Information” Page 1, revision 2019-05, 401(k) employer plan (plan-specific example, Sea Island 401k Savings Plan). Source document

Trust details on the form. “Individual/Organization Name ... SSN/TIN” Page 1, revision 2019-05, 401(k) employer plan (plan-specific example, Sea Island 401k Savings Plan). Source document

How to name the trust. “First National Bank of Canton, Ohio, as Trustee under Trust Agreement with Robert E. Nation dated January 1, 2002.” Page 2, form DC-770, revision 2022-02, Public-sector 457(b), 401(a), 401(k) and 403(b) plans administered by Nationwide Retirement Solutions (form DC-770). Source document

Sub-trust or sample wording. “as Trustee under Trust Agreement with Robert E. Nation dated January 1, 2002.” Page 2, form DC-770, revision 2022-02, Public-sector 457(b), 401(a), 401(k) and 403(b) plans administered by Nationwide Retirement Solutions (form DC-770). Source document

Trust documents. “If you are naming a Trust as beneficiary, you must submit the first and last pages of the Trust Document with this form.” Page 1, revision 2019-05, 401(k) employer plan (plan-specific example, Sea Island 401k Savings Plan). Source document

Trust as beneficiary. “B. Principal Beneficiary(ies) ... Entity Name: (Trust, Estate, or Non-Profit Organization)” Page 1, Traditional and SEP IRA. Source document

Trust as contingent. “C. Contingent Beneficiary(ies) (if any) ... Entity Name: (Trust, Estate, or Non-Profit Organization)” Page 1, Traditional and SEP IRA. Source document

Trust details on the form. “Entity Name: (Trust, Estate, or Non-Profit Organization) ... Tax ID No. (SSN/EIN/TIN)” Page 1, Traditional and SEP IRA. Source document

Trust as beneficiary. “Legal Trust/Charity Name (Required) ... If a Legal Trust is named as Primary Beneficiary, Contingent Beneficiary(ies) shall not receive proceeds unless the Legal Trust was properly terminated or revoked prior to the Primary Member's death.” Page 1. Source document

Trust as contingent. “H. Contingent Beneficiary Information ... Legal Trust/Charity Name (Required)” Page 1. Source document

Trust details on the form. “Legal Trust/Charity cannot be added without the full name, address, and ITIN number.” Page 1. Source document

Trust as beneficiary. “Name of beneficiary or trust ... Individual(s) or entity(ies) (such as a” Page 2, revision 2026-07. Source document

Trust as contingent. “Secondary or second beneficiary: If all primary beneficiaries are deceased, the class of individual(s) or entity(ies) (such as a trust)” Page 11, revision 2026-07. Source document

Trust details on the form. “For a trust beneficiary, what information is needed? ... Date of the trust agreement ... Name of trustee(s) and contact information ... If any of your named beneficiaries are a trust, please complete the following fields” Page 2, revision 2026-07. Source document

How to name the trust. “For a trust beneficiary, what information is needed? ... Date of the trust agreement ... Name of trustee(s) and contact information ... John Smith, as Trustee under Trust ABC Dated” Page 11, revision 2026-07. Source document

Sub-trust or sample wording. “Primary Beneficiary - Trustee of a Living Trust ... John Smith, as Trustee under Trust ABC Dated ... Testamentary Trust under last will and testament of Mary A. Smith” Page 7, revision 2014-11. Source document

Trust documents. “To name a trust as a beneficiary, other than a Testamentary Trust, please also complete the "Statement of Trust" (Form # 20885) ... trust paperwork showing the title, settlers/grantors information, successor trustee pages and signature pages are required along with any amendments to the trust.” Page 1, revision 2014-11. Source document

Trust as beneficiary. “Name of beneficiary or trust ... Individual(s) or entity(ies) (such as a” Page 2, revision 2026-07. Source document

Trust as contingent. “Secondary or second beneficiary: If all primary beneficiaries are deceased, the class of individual(s) or entity(ies) (such as a trust)” Page 11, revision 2026-07. Source document

Trust details on the form. “For a trust beneficiary, what information is needed? ... Date of the trust agreement ... Name of trustee(s) and contact information ... If any of your named beneficiaries are a trust, please complete the following fields” Page 2, revision 2026-07. Source document

How to name the trust. “For a trust beneficiary, what information is needed? ... Date of the trust agreement ... Name of trustee(s) and contact information ... John Smith, as Trustee under Trust ABC Dated” Page 11, revision 2026-07. Source document

Sub-trust or sample wording. “Primary Beneficiary - Trustee of a Living Trust ... John Smith, as Trustee under Trust ABC Dated ... Testamentary Trust under last will and testament of Mary A. Smith” Page 7, revision 2014-11. Source document

Trust documents. “To name a trust as a beneficiary, other than a Testamentary Trust, please also complete the "Statement of Trust" (Form # 20885)” Page 1, revision 2014-11. Source document

Trust as beneficiary. “If you designate the Trustee of an Inter Vivos Trust ... Name a trust as a beneficiary of an in-service or post-retirement (Paragraph 2) death benefit.” Page 3, form NET-11, revision 2026-04, NYSTRS in-service or post-retirement Paragraph 2 death benefit beneficiary (NET-11.4, NET-2 Part 4). Source document

Trust as contingent. “If you designate the Trustee of an Inter Vivos Trust ... Provide complete information requested for each beneficiary, including whether they are primary or contingent.” Page 3, form NET-11, revision 2026-04, NYSTRS in-service or post-retirement Paragraph 2 death benefit beneficiary (NET-11.4, NET-2 Part 4). Source document

Trust details on the form. “Name and address of current Trustee (this may be the member) ... Date of Birth - Date of original Trust ... Tax ID of Trust (may be member's Social Security” Page 3, form NET-11, revision 2026-04, NYSTRS in-service or post-retirement Paragraph 2 death benefit beneficiary (NET-11.4, NET-2 Part 4). Source document

How to name the trust. “Name and address of current Trustee (this may be the member) ... Date of Birth - Date of original Trust ... Relationship - "Trustee of” Page 3, form NET-11, revision 2026-04, NYSTRS in-service or post-retirement Paragraph 2 death benefit beneficiary (NET-11.4, NET-2 Part 4). Source document

Sub-trust or sample wording. “Relationship - "Trustee of ... Relationship - "Trustee of the Testamentary Trust under ... of my Will"” Page 3, form NET-11, revision 2026-04, NYSTRS in-service or post-retirement Paragraph 2 death benefit beneficiary (NET-11.4, NET-2 Part 4). Source document

Trust documents. “You will need to provide the System with a certification of trust or copy of the trust. ... The certification of trust drafted by your attorney is acceptable for NYSTRS beneficiary designations. ... Your trustee will need to provide the required System forms, as well as an affidavit of trustee.” Web page, NYSTRS in-service or post-retirement Paragraph 2 death benefit beneficiary (NET-11.4, NET-2 Part 4), read from a Wayback Machine capture of 2025-08-09. Source document

Trust as beneficiary. “If you wish to designate a person, persons, trust, estate, or an institution as your beneficiary, you must complete Step 4 ... If you designate a trust, estate, institution or multiple” Page 1, revision 2022-10, OPERS Member-Directed Plan (defined contribution; universal A-3U designation), read from a Wayback Machine capture of 2026-08-20. Source document

Trust as contingent. “Contingent Beneficiary, Estate, Trust or Institution Name” Page 3, revision 2022-10, OPERS Member-Directed Plan (defined contribution; universal A-3U designation), read from a Wayback Machine capture of 2026-08-20. Source document

Trust details on the form. “Birth Date or Trust Creation Date” Page 3, revision 2022-10, OPERS Member-Directed Plan (defined contribution; universal A-3U designation), read from a Wayback Machine capture of 2026-08-20. Source document

How to name the trust. “Primary Beneficiary, Estate, Trust or Institution Name ... Birth Date or Trust Creation Date” Page 3, revision 2022-10, OPERS Member-Directed Plan (defined contribution; universal A-3U designation), read from a Wayback Machine capture of 2026-08-20. Source document

Trust documents. “If you choose to designate a trust as a beneficiary, please include a copy of the trust agreement.” Page 2, revision 2022-10, OPERS Member-Directed Plan (defined contribution; universal A-3U designation), read from a Wayback Machine capture of 2026-08-20. Source document

Trust as beneficiary. “If you wish to designate a person, persons, trust, estate, or an institution as your beneficiary, you must complete Step 4 ... If you designate a trust, estate, institution or multiple” Page 1, revision 2022-10, OPERS Traditional Pension and Combined Plans (Designation of Beneficiary A-3U, pre-retirement), read from a Wayback Machine capture of 2026-08-20. Source document

Trust as contingent. “Contingent Beneficiary, Estate, Trust or Institution Name” Page 3, revision 2022-10, OPERS Traditional Pension and Combined Plans (Designation of Beneficiary A-3U, pre-retirement), read from a Wayback Machine capture of 2026-08-20. Source document

Trust details on the form. “Birth Date or Trust Creation Date” Page 3, revision 2022-10, OPERS Traditional Pension and Combined Plans (Designation of Beneficiary A-3U, pre-retirement), read from a Wayback Machine capture of 2026-08-20. Source document

How to name the trust. “Primary Beneficiary, Estate, Trust or Institution Name ... Birth Date or Trust Creation Date” Page 3, revision 2022-10, OPERS Traditional Pension and Combined Plans (Designation of Beneficiary A-3U, pre-retirement), read from a Wayback Machine capture of 2026-08-20. Source document

Trust documents. “If you choose to designate a trust as a beneficiary, please include a copy of the trust agreement.” Page 2, revision 2022-10, OPERS Traditional Pension and Combined Plans (Designation of Beneficiary A-3U, pre-retirement), read from a Wayback Machine capture of 2026-08-20. Source document

Trust as beneficiary. “Beneficiary Birth or Trust Date ... Social Security # or Tax ID #” Page 1, revision 1998-12, read from a Wayback Machine capture of 2004-11-18. Source document

Trust as contingent. “CONTINGENT BENEFICIARY ... Beneficiary Birth or Trust Date” Page 1, revision 1998-12, read from a Wayback Machine capture of 2004-11-18. Source document

Trust details on the form. “Beneficiary Birth or Trust Date ... Social Security # or Tax ID #” Page 1, revision 1998-12, read from a Wayback Machine capture of 2004-11-18. Source document

How to name the trust. “Beneficiary Birth or Trust Date” Page 1, revision 1998-12, read from a Wayback Machine capture of 2004-11-18. Source document

Trust as beneficiary. “Beneficiary first and last name or trustee ... Date of trust” Page 1, form 30661D-112020, Optum Bank HSA and MSA (form 057). Source document

Trust as contingent. “SECONDARY BENEFICIARY(IES) - Shares must total 100% ... Beneficiary first and last name or trustee” Page 1, form 30661D-112020, Optum Bank HSA and MSA (form 057). Source document

Trust details on the form. “Beneficiary first and last name or trustee ... Date of trust ... Taxpayer Identification” Page 1, form 30661D-112020, Optum Bank HSA and MSA (form 057). Source document

How to name the trust. “Beneficiary first and last name or trustee* (if designating a trust) ... Date of trust* (if applicable)” Page 1, form 30661D-112020, Optum Bank HSA and MSA (form 057). Source document

Trust as beneficiary. “Complete for each person/entity you wish to designate as a beneficiary ... Bene 1 Trust/Entity Name” Page 2, Variable, fixed and indexed annuities (non-qualified and IRA). Source document

Trust as contingent. “Bene 1 Trust/Entity Name ... Total percentages must equal 100% for all beneficiaries designated as primary beneficiaries and 100% for all beneficiaries designated as contingent beneficiaries” Page 2, Variable, fixed and indexed annuities (non-qualified and IRA). Source document

Trust details on the form. “Bene 1 Trust/Entity Name ... Bene 1 SSN/TIN” Page 3, Variable, fixed and indexed annuities (non-qualified and IRA). Source document

Trust as beneficiary. “Inter-Vivos Trust ... The (Name of Trust) Trust, dated ... If the new Primary Beneficiary is a Trust, the Trust Certification for In-Force Policies form (15-47910) must be” Page 1, revision 2024-02. Source document

Trust as contingent. “B. New Contingent Beneficiary (Optional) ... Date of Birth/Trust” Page 4, revision 2026-04. Source document

Trust details on the form. “Date of Birth/Trust ... For each beneficiary, whether primary or contingent: full name, date of birth, Social Security Number (SSN) or ... Tax Identification Number (TIN)” Page 1, revision 2024-02. Source document

How to name the trust. “The (Name of Trust) Trust, dated ( Trust date) , with (Name of Trustee) , Trustee, or the ... successor or successors in trust” Page 4, revision 2024-02. Source document

Trust documents. “If the new Primary Beneficiary is a Trust, the Trust Certification for In-Force Policies form (15-47910) must be ... Submitting a claim when the beneficiary is a trust ... reserves the right to request a copy of the Trust Document” Page 11, revision 2026-04. Source document

Trust as beneficiary. “You can list your trust as the beneficiary of your primary share and IRAs by completing form 13 (for the Share) and form 732 (for the IRA). ... (Please choose this option if an Estate or Trust is the beneficiary.)” Page 1, form 1378, revision 2016-06, Traditional, Roth and SEP IRA (IRA Share and IRA Certificates). Source document

Trust documents. “if trust or estate, trustee, executor, or representative payee must sign the form. Proper fiduciary documentation will be required prior to processing.” Page 2, form 733, revision 2022-09, Traditional, Roth and SEP IRA (IRA Share and IRA Certificates), read from a Wayback Machine capture of 2026-04-11. Source document

Trust as beneficiary. “Pershing considers the following as a standard beneficiary request: Name of an Individual(s) Name of Group(s) (e.g. charity) Specifically dated Trust (s), subject to proper qualification” Page 1, form IRA-DB, revision 06/30/2022. Source document

Trust as contingent. “Contingent Beneficiary 1 Name Percentage ... Date of Birth or Date of Trust” Page 1, form IRA-DB, revision 06/30/2022. Source document

Trust details on the form. “Date of Birth or Date of Trust Social Security or Tax ID Number” Page 1, form IRA-DB, revision 06/30/2022. Source document

How to name the trust. “Specifically dated Trust (s), subject to proper qualification ... Date of Birth or Date of Trust” Page 1, form IRA-DB, revision 06/30/2022. Source document

Trust documents. “Attach proof of authorized signor for entity beneficiaries, such as Corporate Resolution, Trust Certification of Investment Powers and ... Letters of Testamentary.” Page 4, form IRA-100. Source document

Trust as beneficiary. “If you need more space to name beneficiaries or name a Trust, Testamentary Trust, or minor children (custodian for minors), please attach a separate list that you have signed and dated.” Page 2, form CTD01304, revision 07.18.2017. Source document

Trust details on the form. “Trustee or successor in trust under (trust name) established (date of trust agreement)” Page 3, form CTD01304, revision 07.18.2017. Source document

How to name the trust. “Trustee or successor in trust under (trust name) ... established (date of trust agreement)” Page 3, form CTD01304, revision 07.18.2017. Source document

Trust as beneficiary. “Trust with Individual Trustees ... Richard Doe and John Smith, Trustees, or a Successor in Trust under ... Present or Living Trust ... ABC Bank & Trust Company, Des Moines, Iowa. Trustee under” Page 5, form GP34795-14, revision 2018-12. Source document

Trust details on the form. “Richard Doe and John Smith, Trustees, or a Successor in Trust under ... (Trust Name) established XX/XX/XXXX” Page 5, form GP34795-14, revision 2018-12. Source document

How to name the trust. “Richard Doe and John Smith, Trustees, or a Successor in Trust under ... (Trust Name) established XX/XX/XXXX” Page 5, form GP34795-14, revision 2018-12. Source document

Sub-trust or sample wording. “Trustee of Mary I Doe Trust or Successor in Trust established by the ... Last Will & Testament of the Insured Dated” Page 5, form GP34795-14, revision 2018-12. Source document

Trust as beneficiary. “When designating a trust as a beneficiary, the trust date must be included for the change to be accepted. ... Full name or Trust/Entity” Page 1, read from a Wayback Machine capture of 2024-08-17. Source document

Trust as contingent. “Please check the appropriate Primary or Contingent box for each beneficiary. ... Full name or Trust/Entity” Page 2, read from a Wayback Machine capture of 2024-08-17. Source document

Trust details on the form. “When designating a trust as a beneficiary, the trust date must be included for the change to be accepted.” Page 1, read from a Wayback Machine capture of 2024-08-17. Source document

How to name the trust. “When designating a trust as a beneficiary, the trust date must be included for the change to be accepted.” Page 1, read from a Wayback Machine capture of 2024-08-17. Source document

Trust as beneficiary. “Trust with Individual Trustees ... Richard Doe and John Smith, Trustees, or a Successor in Trust under ... Present or Living Trust ... ABC Bank & Trust Company, Des Moines, Iowa. Trustee under” Page 5, form GP34795-14, revision 2018-12, Principal Life group term life, voluntary term life and AD&D (employer group insurance). Source document

Trust as contingent. “2B. TRUST named as beneficiary (Testamentary or Personal Trust Designation)” Page 3, revision 2025-01, Principal individual life insurance (Beneficiary Change form DD 638), read from a Wayback Machine capture of 2025-06-27. Source document

Trust details on the form. “Richard Doe and John Smith, Trustees, or a Successor in Trust under ... (Trust Name) established XX/XX/XXXX” Page 5, form GP34795-14, revision 2018-12, Principal Life group term life, voluntary term life and AD&D (employer group insurance). Source document

How to name the trust. “Richard Doe and John Smith, Trustees, or a Successor in Trust under ... (Trust Name) established XX/XX/XXXX” Page 5, form GP34795-14, revision 2018-12, Principal Life group term life, voluntary term life and AD&D (employer group insurance). Source document

Sub-trust or sample wording. “Trustee of Mary I Doe Trust or Successor in Trust established by the ... Last Will & Testament of the Insured Dated” Page 5, form GP34795-14, revision 2018-12, Principal Life group term life, voluntary term life and AD&D (employer group insurance). Source document

Trust documents. “At the time of a claim, we will request additional trust documentation.” Page 2, revision 2025-01, Principal individual life insurance (Beneficiary Change form DD 638), read from a Wayback Machine capture of 2025-06-27. Source document

Trust as beneficiary. “If the Beneficiary is a Trust, please include the date of the Trust and TIN” Page 4, form ANB-2175, revision 2026-07, Protective individual annuities (Protective Life, West Coast Life, PLAIC; Beneficiary Information Request LAD-1225; Investors Benefit Advisory VA application). Source document

Trust as contingent. “Date of Birth/Date of Trust ... Contingent” Page 4, form ANB-2175, revision 2026-07, Protective individual annuities (Protective Life, West Coast Life, PLAIC; Beneficiary Information Request LAD-1225; Investors Benefit Advisory VA application). Source document

Trust details on the form. “If the Beneficiary is a Trust, please include the date of the Trust and TIN” Page 4, form ANB-2175, revision 2026-07, Protective individual annuities (Protective Life, West Coast Life, PLAIC; Beneficiary Information Request LAD-1225; Investors Benefit Advisory VA application). Source document

How to name the trust. “If the Beneficiary is a Trust, please include the date of the Trust and TIN” Page 4, form ANB-2175, revision 2026-07, Protective individual annuities (Protective Life, West Coast Life, PLAIC; Beneficiary Information Request LAD-1225; Investors Benefit Advisory VA application). Source document

Trust as beneficiary. “Primary Beneficiary full name ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 1, form SVC-102-PL, revision 2025-09, Protective individual life insurance (Change of Beneficiary SVC-102-PL 09/25). Source document

Trust as contingent. “Contingent Beneficiary full name ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 1, form SVC-102-PL, revision 2025-09, Protective individual life insurance (Change of Beneficiary SVC-102-PL 09/25). Source document

Trust details on the form. “SSN/Tax ID ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 1, form SVC-102-PL, revision 2025-09, Protective individual life insurance (Change of Beneficiary SVC-102-PL 09/25). Source document

How to name the trust. “Date of Birth/Trust Date (mm/dd/yyyy)” Page 1, form SVC-102-PL, revision 2025-09, Protective individual life insurance (Change of Beneficiary SVC-102-PL 09/25). Source document

Trust documents. “If the beneficiary is changing to a trust, please submit a copy of the Certificate of Trust or the Trust Agreement.” Page 3, form SVC-102-ATH, revision 2016-12, Athene Annuity & Life Assurance life policies serviced by Protective (Change of Beneficiary SVC-102-ATH 12/16). Source document

Trust as beneficiary. “If you are naming an entity (e.g., trust, estate, charity) as beneficiary, please complete the following information.” Page 2, revision 2015-04, read from a Wayback Machine capture of 2024-07-15. Source document

Trust as contingent. “If you are naming an entity (e.g., trust, estate, charity) as beneficiary ... Primary Contingent” Page 2, revision 2015-04, read from a Wayback Machine capture of 2024-07-15. Source document

Trust details on the form. “Name of Entity/Trust/Estate ... Entity/Trust/Estate Tax ID ... Date of Registration/Creation ... Trustee, Executor, or Authorized Signer Name” Page 2, revision 2015-04, read from a Wayback Machine capture of 2024-07-15. Source document

How to name the trust. “Date of Registration/Creation ... Trustee, Executor, or Authorized Signer Name” Page 2, revision 2015-04, read from a Wayback Machine capture of 2024-07-15. Source document

Trust details on the form. “Entity/Trust Ownership Only (Non-natural person), check one of the two boxes below. ... Name of Oldest Beneficiary ... Grantor's Social Security/Tax I.D. Number” Page 1, form ORD 04409, revision 2022-11, Beneficiary Continuation Option (beneficiary's continuation of an inherited Prudential deferred annuity, NQ, IRA, SEP, Roth, 403(b); form ORD 04409 Ed. 11/22). Source document

See-through certification. “This is a Qualified Trust for federal income tax purposes that meets and complies with Treasury Regulations Sections 1.401(a)(9)-4. ... By indicating that the owner is a qualified trust, you are representing that all of the following criteria have been met” Page 1, form ORD 04409, revision 2022-11, Beneficiary Continuation Option (beneficiary's continuation of an inherited Prudential deferred annuity, NQ, IRA, SEP, Roth, 403(b); form ORD 04409 Ed. 11/22). Source document

Trust as beneficiary. “You can name an individual, corporation/organization, trust, or an estate as a beneficiary. ... Complete this section if you have named a trust as a primary or contingent beneficiary in Section 2.” Page 1, revision 2024-11, Group life (Prudential Insurance Company of America group contracts; beneficiary forms GL.2001.169 Ed. 11/2024 and GL.2004.223 Ed. 12/2016; BankUnited booklet). Source document

Trust as contingent. “Complete this section if you have named a trust as a primary or contingent beneficiary in Section 2.” Page 1, revision 2024-11, Group life (Prudential Insurance Company of America group contracts; beneficiary forms GL.2001.169 Ed. 11/2024 and GL.2004.223 Ed. 12/2016; BankUnited booklet). Source document

Trust details on the form. “Fill in the name and address for each trustee. ... Fill in the title and date of the Trust Agreement in the space provided.” Page 1, revision 2024-11, Group life (Prudential Insurance Company of America group contracts; beneficiary forms GL.2001.169 Ed. 11/2024 and GL.2004.223 Ed. 12/2016; BankUnited booklet). Source document

How to name the trust. “Trust: "The John Doe Trust. A Trust with a trust agreement dated 1/1/99 whose Trustee is Jane Smith."” Page 1, revision 2024-11, Group life (Prudential Insurance Company of America group contracts; beneficiary forms GL.2001.169 Ed. 11/2024 and GL.2004.223 Ed. 12/2016; BankUnited booklet). Source document

Sub-trust or sample wording. “And successor(s) in trust, as Trustee(s) under ... as amended and executed by me and said Trustee.” Page 2, revision 2024-11, Group life (Prudential Insurance Company of America group contracts; beneficiary forms GL.2001.169 Ed. 11/2024 and GL.2004.223 Ed. 12/2016; BankUnited booklet). Source document

Trust as beneficiary. “Relationship ... My Estate A Trust Other ... Example 2: Trust as Beneficiary ... Trust of Jane Doe XX-XXXXXXX 06/30/2015” Page 1, form GU35, revision 2020-12-31. Source document

Trust as contingent. “Contingent Beneficiary Name (Name of Individual, Trust, Charity, etc.)” Page 1, form GU35, revision 2020-12-31. Source document

Trust details on the form. “Social Security or Taxpayer Identification Number ... Date of Birth or Trust Date” Page 1, form GU35, revision 2020-12-31. Source document

How to name the trust. “Primary Beneficiary Name (Name of Individual, Trust, Charity, etc.) ... Date of Birth or Trust Date ... Trust of Jane Doe” Page 1, form GU35, revision 2020-12-31. Source document

Trust documents. “NOTE: Additional documentation may be required certify different types of beneficiaries such as estate or trustee.” Page 2. Source document

Trust as beneficiary. “You can designate specific individuals or other entities ... not limited to, an estate, a trust, or a charitable organization” Page 6, form 5305-A, Traditional, Roth and SIMPLE IRA (deposit-only IRA custodied by RBFCU). Source document

Trust as contingent. “You can designate specific individuals or other entities ... not limited to, an estate, a trust, or a charitable organization ... If all of my primary beneficiaries die before me, the contingent beneficiaries named below will receive my IRA assets.” Page 6, form 5305-A, Traditional, Roth and SIMPLE IRA (deposit-only IRA custodied by RBFCU). Source document

Trust documents. “We may require documentation of qualified trust status ... qualified trust must provide documentation of its beneficiaries to us by October 31 of the ... year following the year of the grantor's death” Page 6, form 5305-A, revision 2017-04, Traditional, Roth and SIMPLE IRA (deposit-only IRA custodied by RBFCU). Source document

See-through certification. “We may require documentation of qualified trust status ... qualified trust must provide documentation of its beneficiaries to us by October 31 of the” Page 6, form 5305-A, revision 2017-04, Traditional, Roth and SIMPLE IRA (deposit-only IRA custodied by RBFCU). Source document

Trust as beneficiary. “A trust as beneficiary can be a useful estate-planning tool if properly structured” Page 3, revision 2025-04. Source document

Trust documents. “A copy of the trust instrument is provided to the IRA custodian upon demand” Page 4, revision 2025-04. Source document

See-through certification. “The IRA custodian is provided with a list of beneficiaries ... along with a written certification that the list is accurate and the trust is a valid look-through trust” Page 4, revision 2025-04. Source document

Trust as beneficiary. “A trust may be designated as a Beneficiary if (i) the trust is valid under state law (or would be but for the lack of a corpus), (ii) the trust is irrevocable or will become irrevocable upon your death, (iii) the beneficiaries of the trust are identifiable from the trust instrument, and (iv) you (or, after your death, the trustee) provide the Custodian with a copy of the trust instrument, or a certification of trust acceptable to the Custodian listing all trust beneficiaries” Page 10, form 5305-A, revision 2017-04, Traditional IRA. Source document

Trust as contingent. “Contingent beneficiaries can be individuals or trusts, and require the same information as primary beneficiaries of the same type.” Web page, Traditional IRA. Source document

Trust details on the form. “If the Beneficiary is a trust, you must provide the trust's name, date, and Tax ID.” Page 10, form 5305-A, revision 2017-04, Traditional IRA. Source document

How to name the trust. “If the Beneficiary is a trust, you must provide the trust's name, date, and Tax ID.” Page 10, form 5305-A, revision 2017-04, Traditional IRA. Source document

Trust documents. “provide the Custodian with a copy of the trust instrument, or a certification of trust acceptable to the Custodian listing all trust beneficiaries, in a form and by a deadline acceptable to the Custodian and consistent with Treasury Regulation section 1.401(a)(9)-4. The Custodian may, in its sole discretion, require additional documentation, including but not limited to the trustee's tax identification number, evidence of the trustee's authority, and an indemnification from the trustee.” Page 10, form 5305-A, revision 2017-04, Traditional IRA. Source document

See-through certification. “or a certification of trust acceptable to the Custodian listing all trust beneficiaries” Page 10, form 5305-A, revision 2017-04, Traditional IRA. Source document

Trust as beneficiary. “A trust may be designated as a Beneficiary if (i) the trust is valid under applicable state law, (ii) the trustee is authorized to receive distributions on behalf of the trust” Page 2. Source document

Trust as contingent. “Contingent beneficiaries can be individuals or trusts, and require the same information as primary beneficiaries of the same type.” Web page. Source document

Trust details on the form. “If the Beneficiary is a trust, the Account Owner must provide the trust's name, date, and Tax Identification Number.” Page 2. Source document

How to name the trust. “If the Beneficiary is a trust, the Account Owner must provide the trust's name, date, and Tax Identification Number.” Page 2. Source document

Trust documents. “provides Robinhood with a copy of the trust instrument or a certification of trust acceptable to Robinhood, together with the trust's Tax Identification Number” Page 2. Source document

Trust as beneficiary. “Please use the bottom of the page to designate a Trust as a Primary Beneficiary.” Page 2, form 8849Y. Source document

Trust as contingent. “Please use the bottom of the page to designate a Trust as a Contingent Beneficiary.” Page 3, form 8849Y. Source document

Trust details on the form. “Tax Identification number ... Trustee name ... Trustee mailing address (must be completed) ... Trustee Social Security number ... Is this a Testamentary Trust?” Page 1, form 8849Y. Source document

How to name the trust. “Trust date (mm/dd/yyyy) ... Trustee name” Page 2, form 8849Y. Source document

Trust documents. “If a Charitable Trust is listed as a Beneficiary the Certification of Charitable Trust (26742Y) must be attached. ... When assigning or changing a Beneficiary to a Trust” Page 1, form 8849Y. Source document

Trust as beneficiary. “When assigning or changing a beneficiary to a trust ... If the Testamentary Trust will be the sole Primary Beneficiary we will require a Contingent Beneficiary.” Page 1, form L3172A. Source document

Trust details on the form. “Full Trust Name: ... Trust Effective Date (mm/dd/yyyy): ... Grantor/Settlor Name(s) (first, middle initial, last):” Page 1, form 19306Y. Source document

How to name the trust. “Full Trust Name: ... Trust Effective Date (mm/dd/yyyy): ... Trustee name (first, middle initial, last):” Page 1, form 19306Y. Source document

Trust documents. “When assigning or changing a beneficiary to a trust ... Please be advised that the Insurer reserves the right to request and receive a copy of the Trust documents if it determines that it is necessary to do so.” Page 1, form L3172A. Source document

Trust as beneficiary. “You may designate one or more persons or entities as beneficiary of ... trusts may also qualify as a designated beneficiary under the IRA” Page 3, form 5305-A, revision 2017-04, Traditional IRA (IRA share and share certificates; Ascensus custodial agreement). Source document

Trust documents. “No trust paperwork is required to be ... provided to the IRA trustee or custodian.” Page 6, form 5305-A, revision 2017-04, Traditional IRA (IRA share and share certificates; Ascensus custodial agreement). Source document

See-through certification. “The trustee of the trust is responsible ... for determining whether the trust is a see-through trust” Page 6, form 5305-A, revision 2017-04, Traditional IRA (IRA share and share certificates; Ascensus custodial agreement). Source document

Trust as beneficiary. “If your beneficiary is a trust, please include the Title page and signature page of the trust document.” Page 1, revision 2024-08, SchoolsFirst Retirement Plans 403(b), 401(a) and 457(b) (Nationwide Retirement Solutions form). Source document

Trust documents. “If your beneficiary is a trust, please include the Title page and signature page of the trust document.” Page 1, revision 2024-08, SchoolsFirst Retirement Plans 403(b), 401(a) and 457(b) (Nationwide Retirement Solutions form). Source document

Trust as beneficiary. “Primary Beneficiary: This is the individual(s), trust, charity, or estate that you want to receive the” Page 1, form F83345A, revision 2021-08, Securian group life and AD&D (Minnesota Life / Securian Life; Beneficiary Designation F83345A 8-2021 and employer-stored F83345SA-2A). Source document

Trust as contingent. “Receives a benefit ONLY if all primary beneficiaries are no longer living. ... Beneficiary full name/trust name” Page 2, form F83345A, revision 2021-08, Securian group life and AD&D (Minnesota Life / Securian Life; Beneficiary Designation F83345A 8-2021 and employer-stored F83345SA-2A). Source document

Trust details on the form. “Trust: Provide the trust name, effective date and tax ID or Social Security number (if applicable)” Page 1, form F83345A, revision 2021-08, Securian group life and AD&D (Minnesota Life / Securian Life; Beneficiary Designation F83345A 8-2021 and employer-stored F83345SA-2A). Source document

How to name the trust. “John Smith Trust dated 01/01/20xx.” Page 1, form F83345A, revision 2021-08, Securian group life and AD&D (Minnesota Life / Securian Life; Beneficiary Designation F83345A 8-2021 and employer-stored F83345SA-2A). Source document

Trust as beneficiary. “If designating a trust, include the name of the trust and the date it was created. The trust must be an inter vivos or living trust.” Page 4, read from a Wayback Machine capture of 2024-11-06. Source document

Trust details on the form. “If designating a trust, include the name of the trust and the date it was created.” Page 4, read from a Wayback Machine capture of 2024-11-06. Source document

How to name the trust. “If I have designated a trust as beneficiary, I confirm it is an inter vivos trust and have included the date it was created.” Page 3, read from a Wayback Machine capture of 2015-09-16. Source document

Trust as beneficiary. “If you name a trust, it must be an inter vivos trust. Only a lump-sum payment of the withdrawal value will be paid to a trust and only if there are no qualified children* eligible for monthly benefits at the time of your death.” Page 3, STRS Ohio Defined Benefit Plan, pre-retirement beneficiary (form 16-126), read from a Wayback Machine capture of 2015-09-16. Source document

Trust as contingent. “Use only if naming a trust as a secondary beneficiary.” Page 3, STRS Ohio Defined Benefit Plan, pre-retirement beneficiary (form 16-126), read from a Wayback Machine capture of 2024-11-06. Source document

Trust details on the form. “If designating a trust, include the name of the trust and the date it was created. ... Trust contact name” Page 4, STRS Ohio Defined Benefit Plan, pre-retirement beneficiary (form 16-126), read from a Wayback Machine capture of 2024-11-06. Source document

How to name the trust. “If I have designated a trust as beneficiary, I confirm it is an inter vivos trust and have included the date it was created.” Page 3, STRS Ohio Defined Benefit Plan, pre-retirement beneficiary (form 16-126), read from a Wayback Machine capture of 2015-09-16. Source document

Trust as beneficiary. “5. If you want all or part of the proceeds paid to a trust, you ... must indicate the name of the trust, including the name of the” Page 118, form IRA agreement 100A (Rev. 4/2015) (5/2015); inherited IRA agreement 100-IHA (Rev. 7/2013), revision booklet undated; agreement Rev. 4/2015. Source document

Trust details on the form. “must indicate the name of the trust, including the name of the ... trustee, in the beneficiary designation. Indicate the relationship” Page 118, form IRA agreement 100A (Rev. 4/2015) (5/2015); inherited IRA agreement 100-IHA (Rev. 7/2013), revision booklet undated; agreement Rev. 4/2015. Source document

How to name the trust. “must indicate the name of the trust, including the name of the ... trustee, in the beneficiary designation” Page 118, form IRA agreement 100A (Rev. 4/2015) (5/2015); inherited IRA agreement 100-IHA (Rev. 7/2013), revision booklet undated; agreement Rev. 4/2015. Source document

Sub-trust or sample wording. “you may use the phrase ... Trustee Under Article [...] of My Last” Page 118, form IRA agreement 100A (Rev. 4/2015) (5/2015); inherited IRA agreement 100-IHA (Rev. 7/2013), revision booklet undated; agreement Rev. 4/2015. Source document

Trust documents. “be asked for a copy of the legal document that establishes the” Page 118, form IRA agreement 100A (Rev. 4/2015) (5/2015); inherited IRA agreement 100-IHA (Rev. 7/2013), revision booklet undated; agreement Rev. 4/2015. Source document

Trust as beneficiary. “The following individual s or entity ies shall be my primary and/or contingent beneficiary ies” Page 1, form Form 57589, revision 1.2020. Source document

Trust as contingent. “The following individual(s) or entity(ies) shall be the accountholders primary and/or contingent beneficiary(ies).” Page 4, form 5305-SEP. Source document

Trust documents. “Provide STRATA with a copy of the trust instrument or qualified trust documentation by October 31 of the year following the IRA owner's death” Web page. Source document

See-through certification. “To qualify as an IRA beneficiary, a trust must meet the following conditions: Be valid under state law Be irrevocable (or become irrevocable upon death) Have clearly identifiable beneficiaries Provide STRATA with a copy of the trust instrument or qualified trust documentation by October 31 of the year following the IRA owner's death” Web page. Source document

Trust as beneficiary. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Relationship (Select only one.) ... Trust” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as contingent. “Contingent Beneficiaries ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 1, form AEM10603357, revision 2026-03. Source document

Trust details on the form. “If Trust, include full Trust name. ... Social Security/Tax ID Number ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

How to name the trust. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as beneficiary. “Primary Beneficiary ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as contingent. “Contingent Beneficiary ... Trust/Organization/Estate (If Trust, include full Trust name.)” Page 1, form AEM10603357, revision 2026-03. Source document

Trust details on the form. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Social Security/Tax ID Number ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

How to name the trust. “Trust/Organization/Estate (If Trust, include full Trust name.) ... Date of Birth/Trust Date (mm/dd/yyyy)” Page 4, form AEM10603357, revision 2026-03. Source document

Trust as beneficiary. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement. ... Beneficiary's Full Name (first, middle, last) or Trust Name” Page 1, BNY mutual fund IRA (Traditional, Rollover, Roth, SEP; The Bank of New York Mellon custodian). Source document

Trust as contingent. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement.” Page 1, BNY mutual fund IRA (Traditional, Rollover, Roth, SEP; The Bank of New York Mellon custodian). Source document

Trust details on the form. “write the name and address of the trustee, then give the name and date of the trust agreement ... Date of Birth/Trust (month/day/year)” Page 1, BNY mutual fund IRA (Traditional, Rollover, Roth, SEP; The Bank of New York Mellon custodian). Source document

How to name the trust. “To name a trust as a primary or secondary beneficiary, write the name and address of the trustee, then give the name and date of the trust agreement.” Page 1, BNY mutual fund IRA (Traditional, Rollover, Roth, SEP; The Bank of New York Mellon custodian). Source document

Trust as beneficiary. “2B: Entity Beneficiaries Use this section if you're naming any entities (e.g. charities, corporations, trusts, or foundations) as beneficiaries.” Page 2, form BDC, revision Rev. 12-18-2025, Traditional IRA (also Roth, SEP, SIMPLE, HSA). Source document

Trust as contingent. “PRIMARY or CONTINGENT*” Page 1, form BDC, revision Rev. 12-18-2025, Traditional IRA (also Roth, SEP, SIMPLE, HSA). Source document

Trust details on the form. “NAME OF ENTITY* NAME OF PRIMARY CONTACT* ... TAX ID (only required if the entity is a trust)*” Page 2, form BDC, revision Rev. 12-18-2025, Traditional IRA (also Roth, SEP, SIMPLE, HSA). Source document

Trust documents. “If a trust is named as a Beneficiary, you must provide a copy or abstract of the Trust or a Certification of Trust.” Page 2, form BDC, revision Rev. 12-18-2025, Traditional IRA (also Roth, SEP, SIMPLE, HSA). Source document

Trust as beneficiary. “You may designate one or more persons or entities as beneficiary of your IRA. ... FULL LEGAL NAME (OR NAME OF TRUST, ESTATE OR OTHER ENTITY)” Page 3, form 5305-A, revision 2017-04. Source document

Trust as contingent. “You may designate one or more persons or entities as beneficiary of your IRA. ... If you have designated both primary and contingent beneficiaries and no primary beneficiary survives you, the contingent beneficiaries will acquire the designated share of your IRA.” Page 3, form 5305-A, revision 2017-04. Source document

Trust documents. “No trust paperwork is required to be provided to the IRA trustee or custodian.” Page 6, form 5305-A, revision 2017-04. Source document

See-through certification. “The trustee of the trust is responsible for determining whether the trust is a see-through trust, the trust beneficiary's options, and the minimum payment required for the year.” Page 6, form 5305-A, revision 2017-04. Source document

Trust as beneficiary. “If a beneficiary is a trust, provide the trust name and date the trust was established.” Page 1, form MF307, revision R10-24. Source document

Trust as contingent. “Contingent beneficiaries ... last name, or name of trust/entity” Page 1, form MF307, revision R10-24. Source document

Trust details on the form. “If a beneficiary is a trust, provide the trust name and date the trust was established.” Page 1, form MF307, revision R10-24. Source document

How to name the trust. “If a beneficiary is a trust, provide the trust name and date the trust was established.” Page 1, form MF307, revision R10-24. Source document

Trust documents. “Certification of Trust (MF24143): Required for Trust accounts.” Page 2, form MF23438. Source document

Trust as beneficiary. “Inter Vivos Trust: Provide the exact name of the trust and the date the trust was established or Tax Identification Number (TIN). ... Trust beneficiaries must qualify as eligible beneficiaries under the bylaws of Thrivent” Page 1, form R6-26. Source document

Trust as contingent. “A primary beneficiary must be named. Contingent beneficiaries are optional. ... Naming an Entity (Trust/Charity/Business/Estate)” Page 1, form R6-26. Source document

Trust details on the form. “Provide the exact name of the trust and the date the trust was established or Tax Identification Number (TIN). ... Provide the exact name of the trust named in the Last Will and Testament.” Page 1, form R6-26. Source document

How to name the trust. “Provide the exact name of the trust and the date the trust was established or Tax Identification Number (TIN).” Page 1, form R6-26. Source document

Trust documents. “Trustee - complete a Certification of Trust, form 24143A” Page 1, form 28E. Source document

Trust as beneficiary. “Inter Vivos Trust: Provide the exact name of the trust and the date the trust was established or Tax Identification Number (TIN). ... Trust beneficiaries must qualify as eligible beneficiaries under the bylaws of Thrivent” Page 1, form R6-26. Source document

Trust as contingent. “A primary beneficiary must be named. Contingent beneficiaries are optional. ... Naming an Entity (Trust/Charity/Business/Estate)” Page 1, form R6-26. Source document

Trust details on the form. “Provide the exact name of the trust and the date the trust was established or Tax Identification Number (TIN). ... Provide the exact name of the trust named in the Last Will and Testament.” Page 1, form R6-26. Source document

How to name the trust. “Provide the exact name of the trust and the date the trust was established or Tax Identification Number (TIN).” Page 1, form R6-26. Source document

Trust documents. “Trustee - complete a Certification of Trust, form 24143A” Page 1, form 28E. Source document

Trust as beneficiary. “A beneficiary can be an individual, an institution, an organization, a trust, or your estate. ... We cannot accept a 'Will' as a designation, but you can designate a Testamentary Trust if we are provided with the 'Will' creation date” Page 1, form F11468, revision 2022-07. Source document

Trust as contingent. “4. CHOOSING YOUR CONTINGENT BENEFICIARIES ... Date of Birth/Date of Trust/Issue Date of Will” Page 4, form F11468, revision 2022-07. Source document

Trust details on the form. “Date of Birth/Date of Trust/ Issue Date of Will* (mm/dd/yyyy)” Page 4, form F11468, revision 2022-07. Source document

How to name the trust. “Date of Birth/Date of Trust/ Issue Date of Will* (mm/dd/yyyy)” Page 4, form F11468, revision 2022-07. Source document

Sub-trust or sample wording. “TIAA can only accept a testamentary trust if you give us the create date of the will at the time of the designation. A designation of 'Will' is not acceptable.” Page 12, form F11468, revision 2022-07. Source document

Trust documents. “TIAA will not accept or be obliged to inquire into the terms of any trust affecting the annuity contract/certificate/account or its death benefit and shall not be charged with knowledge of terms thereof.” Page 12, form F11468, revision 2022-07. Source document

Trust as beneficiary. “A beneficiary can be an individual, an institution, an organization, a trust, or your estate. ... We cannot accept a 'Will' as a designation, but you can designate a Testamentary Trust if we are provided with the 'Will' creation date” Page 1, form F11468, revision 2022-07, Traditional IRA (TIAA/CREF IRA annuity contracts covered by F11468; TIAA Trust N.A. brokerage IRAs use F11555, not retrieved). Source document

Trust as contingent. “4. CHOOSING YOUR CONTINGENT BENEFICIARIES ... Date of Birth/Date of Trust/Issue Date of Will” Page 4, form F11468, revision 2022-07, Traditional IRA (TIAA/CREF IRA annuity contracts covered by F11468; TIAA Trust N.A. brokerage IRAs use F11555, not retrieved). Source document

Trust details on the form. “Date of Birth/Date of Trust/ Issue Date of Will* (mm/dd/yyyy)” Page 4, form F11468, revision 2022-07, Traditional IRA (TIAA/CREF IRA annuity contracts covered by F11468; TIAA Trust N.A. brokerage IRAs use F11555, not retrieved). Source document

How to name the trust. “Date of Birth/Date of Trust/ Issue Date of Will* (mm/dd/yyyy)” Page 4, form F11468, revision 2022-07, Traditional IRA (TIAA/CREF IRA annuity contracts covered by F11468; TIAA Trust N.A. brokerage IRAs use F11555, not retrieved). Source document

Sub-trust or sample wording. “TIAA can only accept a testamentary trust if you give us the create date of the will at the time of the designation. A designation of 'Will' is not acceptable.” Page 12, form F11468, revision 2022-07, Traditional IRA (TIAA/CREF IRA annuity contracts covered by F11468; TIAA Trust N.A. brokerage IRAs use F11555, not retrieved). Source document

Trust documents. “TIAA will not accept or be obliged to inquire into the terms of any trust affecting the annuity contract/certificate/account or its death benefit and shall not be charged with knowledge of terms thereof.” Page 12, form F11468, revision 2022-07, Traditional IRA (TIAA/CREF IRA annuity contracts covered by F11468; TIAA Trust N.A. brokerage IRAs use F11555, not retrieved). Source document

Trust as beneficiary. “If the beneficiary is a trust, please attach a legal opinion advising that your trust adheres to IRS Publication 590.” Page 1, form Beneficiary Change Form IRA Accounts (Equities), revision 0824. Source document

Trust details on the form. “If you name a trust as beneficiary of your IRA, please include the date of trust creation.” Page 4, form DT345, revision 2024-01. Source document

How to name the trust. “If you name a trust as beneficiary of your IRA, please include the date of trust creation.” Page 4, form DT345, revision 2024-01. Source document

Trust documents. “If the beneficiary is a trust, please attach a legal opinion advising that your trust adheres to IRS Publication 590. ... If beneficiary is a Trust, a copy of the Trust is required.” Page 1, form Beneficiary Change Form IRA Accounts (Equities), revision 0824. Source document

See-through certification. “If the beneficiary is a trust, please attach a legal opinion advising that your trust adheres to IRS Publication 590.” Page 1, form Beneficiary Change Form IRA Accounts (Equities), revision 0824. Source document

Trust as beneficiary. “The undersigned designate(s) the following individual(s), trust(s), guardianship(s), entity(ies), and/or custodian(s) under the Uniform” Page 2. Source document

Trust details on the form. “Social Security/Tax I.D. No. ... Relationship to Account Holder” Page 2. Source document

Trust as beneficiary. “If a Trust is named as Beneficiary and a Joint option is selected in Section 7B, submit the Certification When the Beneficiary is a Trust Form and return with the application.” Page 5, revision 2025-11. Source document

Trust documents. “If a Trust is named as Beneficiary and a Joint option is selected in Section 7B, submit the Certification When the Beneficiary is a Trust Form and return with the application.” Page 5, revision 2025-11. Source document

Trust as beneficiary. “Sample Beneficiary Designations ... TRUST: John Doe Revocable Trust, dated 01/01/1999” Page 1, revision 2015-10. Source document

Trust as contingent. “Contingent beneficiary: Receives proceeds only if no primary beneficiary(ies) survives the insured. ... Birth or Trust Date” Page 3, revision 2015-10. Source document

Trust details on the form. “TRUST: John Doe Revocable Trust, dated 01/01/1999 ... Birth or Trust Date ... SSN or Tax ID Number” Page 1, revision 2015-10. Source document

How to name the trust. “TRUST: John Doe Revocable Trust, dated 01/01/1999” Page 1, revision 2015-10. Source document

Sub-trust or sample wording. “TRUSTEE UNDER LAST WILL AND TESTAMENT: Testamentary trust under the Last Will and Testament of NAME, if created under the will; otherwise” Page 1, revision 2015-10. Source document

Trust as beneficiary. “Type of Beneficiary Designation [ ] Individual [ ] Trust [ ] Estate” Page 2, form 2227, revision 2014-07. Source document

Trust as contingent. “CONTINGENT BENEFICIARY ... [ ] Trust” Page 3, form 2227, revision 2014-07. Source document

Trust details on the form. “If the named beneficiary is a trust, please specify the name and date of the trust, and the name of the trustee. ... Name of Trust/Estate Trustee/Executor Trust/Estate Tax ID Effective Date” Page 2, form 2227, revision 2014-07. Source document

How to name the trust. “If the named beneficiary is a trust, please specify the name and date of the trust, and the name of the trustee.” Page 2, form 2227, revision 2014-07. Source document

Trust as beneficiary. “If a Trust is named as Beneficiary and a Joint option is selected in Section 7B, submit the Certification When the Beneficiary is a Trust Form and return with the application.” Page 5, revision 2025-11. Source document

Trust documents. “If a Trust is named as Beneficiary and a Joint option is selected in Section 7B, submit the Certification When the Beneficiary is a Trust Form and return with the application.” Page 5, revision 2025-11. Source document

Trust as beneficiary. “Sample Beneficiary Designations ... TRUST: John Doe Revocable Trust, dated 01/01/1999” Page 1, revision 2015-10. Source document

Trust as contingent. “Contingent beneficiary: Receives proceeds only if no primary beneficiary(ies) survives the insured. ... Birth or Trust Date” Page 3, revision 2015-10. Source document

Trust details on the form. “TRUST: John Doe Revocable Trust, dated 01/01/1999 ... Birth or Trust Date ... SSN or Tax ID Number” Page 1, revision 2015-10. Source document

How to name the trust. “TRUST: John Doe Revocable Trust, dated 01/01/1999” Page 1, revision 2015-10. Source document

Sub-trust or sample wording. “TRUSTEE UNDER LAST WILL AND TESTAMENT: Testamentary trust under the Last Will and Testament of NAME, if created under the will; otherwise” Page 1, revision 2015-10. Source document

Trust as beneficiary. “upon the death of the last account owner, payable to any named and surviving beneficiary as designated on your beneficiary assignment or payable to the successor trustee for the trust beneficiary designated on your separate Certification of Trust” Page 6. Source document

Trust documents. “payable to the successor trustee for the trust beneficiary designated on your separate Certification of Trust” Page 6. Source document

Trust as beneficiary. “You may name your spouse, trust, estate, other individuals, charities or other institutions as beneficiaries.” Page 5, form AC-IRA, revision 2007-04, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust as contingent. “Contingent Beneficiary Name ... (for each primary beneficiary)” Page 5, form AC-IRA, revision 2007-04, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust details on the form. “Name of Individual or Entity Social Security or Tax ID Number Relationship” Page 5, form AC-IRA, revision 2007-04, Traditional IRA (also Rollover, SEP, SIMPLE). Source document

Trust documents. “To name a trust as a beneficiary, attach a copy of the trust agreement to this form.” Page 4, Credit Suisse Funds Traditional, Rollover and Inherited IRA (legacy fund IRA hosted by UBS; affiliate). Source document

Trust as beneficiary. “Note: If a trust is being named as beneficiary, attach the trust document's first page and the trust document's signature page.” Page 1, form 08308-0824, revision 08/24. Source document

Trust as contingent. “If none of the primary beneficiaries survives me, pay benefits to the following or to the survivors thereof ... If a trust is being named as beneficiary, attach the trust document's first page and the trust document's” Page 1, form 08308-0824, revision 08/24. Source document

Trust documents. “If a trust is being named as beneficiary, attach the trust document's first page and the trust document's signature page. You will also need to attach a completed USAA Memorandum of Trust form.” Page 1, form 08308-0824, revision 08/24. Source document

Trust as beneficiary. “Trusts ... To a trust you've already created ... Name of trust ... Date of trust ... To a trust that will be created under your last will ... Name of trust or section of will” Page 6, form R350, revision Effective June 2026 (R350 062026), Traditional IRA (incl. Rollover, SEP, SIMPLE). Source document

Trust as contingent. “Backup beneficiaries ... Trusts ... To a trust you've already created ... To a trust that will be created under your last will” Page 2, form R350, revision Effective June 2026 (R350 062026), Traditional IRA (incl. Rollover, SEP, SIMPLE). Source document

Trust details on the form. “Note: You don't need to provide trustee names at this time. The trustee(s) will be identified at the time of your death.” Page 4, form R350, revision Effective June 2026 (R350 062026), Traditional IRA (incl. Rollover, SEP, SIMPLE). Source document

How to name the trust. “Name of trust Date of trust mm dd yyyy ... Note: You don't need to provide trustee names at” Page 4, form R350, revision Effective June 2026 (R350 062026), Traditional IRA (incl. Rollover, SEP, SIMPLE). Source document

Trust documents. “VFTC shall have no independent duty to obtain or verify such information but may instead rely upon the representations of an authorized party such as the executor or administrator of my estate or, if a trust beneficiary, the trustee of that trust (my fiduciary).” Page 9, form R350, revision Effective June 2026 (R350 062026), Traditional IRA (incl. Rollover, SEP, SIMPLE). Source document

Trust as beneficiary. “To the trustee of an existing trust created under an agreement ... Name of trust” Page 7, form FDBPT (kit BDBP; agreement TODPAT 092025), revision 07/2026. Source document

Trust as contingent. “Backup beneficiaries Fill in all that apply. ... To the trustee of an existing trust created under an agreement” Page 7, form FDBPT (kit BDBP; agreement TODPAT 092025), revision 07/2026. Source document

Trust details on the form. “Name of trust ... This applies to an existing trust only; you can't create a trust with this form. Date of trust” Page 7, form FDBPT (kit BDBP; agreement TODPAT 092025), revision 07/2026. Source document

How to name the trust. “To the trustee of an existing trust created under an agreement ... Date of trust mm dd yyyy” Page 7, form FDBPT (kit BDBP; agreement TODPAT 092025), revision 07/2026. Source document

Sub-trust or sample wording. “The Martin Family Trust U/A, dated January 15, 2013” Page 4, form FDBPT (kit BDBP; agreement TODPAT 092025), revision 07/2026. Source document

Trust as beneficiary. “Trust(s) To the trustee of an existing trust created under agreement To the trustee of a trust created under my last will” Page 1, form XXXXXXXXXXXXXX092675800, revision 2012-04-24. Source document

Trust as contingent. “Contingent Beneficiaries ... Trust(s)” Page 1, form XXXXXXXXXXXXXX092675800, revision 2012-04-24. Source document

Trust details on the form. “Full Name (First, Middle, Last), Trust or Charity/Entity Name ... Birth or Trust Date ... Section of Will” Page 1, form XXXXXXXXXXXXXX092675800, revision 2012-04-24. Source document

How to name the trust. “Full Name (First, Middle, Last), Trust or Charity/Entity Name ... Birth or Trust Date ... Section of Will” Page 1, form XXXXXXXXXXXXXX092675800, revision 2012-04-24. Source document

Trust as beneficiary. “Type (Select one) Spouse Non-Spouse Non-Spouse - Minor Trust Other Entity” Page 2, form 578639, revision Rev 24 - 06/26, Traditional IRA (also SEP/SAR-SEP, SIMPLE). Source document

Trust as contingent. “Contingent Beneficiary ... Trust” Page 1, form 578639, revision Rev 24 - 06/26, Traditional IRA (also SEP/SAR-SEP, SIMPLE). Source document

Trust details on the form. “Trust Date is required if a trust is designated as beneficiary (unless the trust is a testamentary trust).” Page 2, form 578639, revision Rev 24 - 06/26, Traditional IRA (also SEP/SAR-SEP, SIMPLE). Source document

How to name the trust. “Trust Date is required if a trust is designated as beneficiary (unless the trust is a testamentary trust).” Page 2, form 578639, revision Rev 24 - 06/26, Traditional IRA (also SEP/SAR-SEP, SIMPLE). Source document

Trust as beneficiary. “If you designate a trust as a beneficiary, you must specify the date the trust was established.” Page 3, form 556442, revision Rev 21 - 06/18. Source document

Trust as contingent. “You may (but are not required to) designate one or more contingent beneficiaries for your account(s).” Page 3, form 556442, revision Rev 21 - 06/18. Source document

Trust details on the form. “If you designate a trust as a beneficiary, you must specify the date the trust was established. For any trustee you name, your designation includes any co-trustee or successor trustee.” Page 3, form 556442, revision Rev 21 - 06/18. Source document

How to name the trust. “If you designate a trust as a beneficiary, you must specify the date the trust was established.” Page 3, form 556442, revision Rev 21 - 06/18. Source document

Trust as beneficiary. “(Name of Individual, Trust, Charity, etc.) ... Example 2: Trust as Beneficiary” Page 1, form GU22. Source document

Trust as contingent. “Contingent Beneficiary Designation (Contingent beneficiary designations must total 100% in whole percentages.) ... (Name of Individual, Trust, Charity, etc.)” Page 1, form GU22. Source document

Trust details on the form. “Social Security or Taxpayer ... Identification Number ... or Trust Date” Page 1, form GU22. Source document

How to name the trust. “Example 2: Trust as Beneficiary ... Trust of Jane Doe” Page 3, form GU22. Source document

Trust as beneficiary. “You may name: ... A trust. ... Your beneficiary(ies) must be one or more individual(s) or a trust in which one or more living individual(s) has a beneficiary interest.” Page 4, form ET-6101, revision 2026-04-23, WRS defined benefit retirement account (Beneficiary Designation ET-2320 / ET-2321). Source document

Trust as contingent. “You may name primary and secondary beneficiaries on your beneficiary designation form. ... ETF may reject your designation if a trust is named as a secondary beneficiary and you have named as trustee a person who is named as a primary beneficiary.” Page 2, form ET-2320, revision 2026-02-20, WRS defined benefit retirement account (Beneficiary Designation ET-2320 / ET-2321). Source document

Trust details on the form. “The full name of the trust as it shows on the trust document. The trust's name must be listed first to show that it is the named beneficiary. ... The date the trust was created. ... The name of the trustee, followed by the word "trustee." If you cannot provide a trustee, ETF may accept another contact person.” Page 2, form ET-2320, revision 2026-02-20, WRS defined benefit retirement account (Beneficiary Designation ET-2320 / ET-2321). Source document

How to name the trust. “The name of the trustee, followed by the word "trustee." ... Example of an acceptable trust designation: ... The Appletree Family Revocable Trust, created May 4, 2020, Jane Smith, Trustee” Web page, WRS defined benefit retirement account (Beneficiary Designation ET-2320 / ET-2321). Source document

Sub-trust or sample wording. “subtrust for the benefit of [insert name of beneficiary[s]] or subtrust under article 'x' of my [main trust name] trust ... Davis-Dogwood Children's Trust created under the Davis-Dogwood Revocable Trust dated 01/23/2020, Jane Smith, Trustee” Web page, WRS defined benefit retirement account (Beneficiary Designation ET-2320 / ET-2321). Source document

Trust documents. “If you name a trust as your beneficiary, please do not include any trust paperwork along with your beneficiary form. ETF does not need this paperwork at this time.” Web page, WRS defined benefit retirement account (Beneficiary Designation ET-2320 / ET-2321). Source document

Trust as beneficiary. “You may name: ... A trust.” Page 2, form ET-2320, revision 2026-02-20. Source document

Trust as contingent. “You may name primary and secondary beneficiaries on your beneficiary designation form. ... ETF may reject your designation if a trust is named as a secondary beneficiary and you have named as trustee a person who is named as a primary beneficiary.” Page 2, form ET-2320, revision 2026-02-20. Source document

Trust details on the form. “The full name of the trust as it shows on the trust document. The trust's name must be listed first to show that it is the named beneficiary. ... The date the trust was created. ... The name of the trustee, followed by the word "trustee." If you cannot provide a trustee, ETF may accept another contact person.” Page 2, form ET-2320, revision 2026-02-20. Source document

How to name the trust. “The name of the trustee, followed by the word "trustee." ... Example of an acceptable trust designation: ... The Appletree Family Revocable Trust, created May 4, 2020, Jane Smith, Trustee” Web page. Source document

Sub-trust or sample wording. “subtrust for the benefit of [insert name of beneficiary[s]] or subtrust under article 'x' of my [main trust name] trust ... Davis-Dogwood Children's Trust created under the Davis-Dogwood Revocable Trust dated 01/23/2020, Jane Smith, Trustee” Web page. Source document

Trust documents. “If you name a trust as your beneficiary, please do not include any trust paperwork along with your beneficiary form. ETF does not need this paperwork at this time.” Web page. Source document