Etrade beneficiary form 2025

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The document is a Transfer on Death (TOD) Registration Request Form for E*TRADE Securities, allowing account holders to designate beneficiaries for their brokerage accounts upon death. It outlines the steps to complete the form, required information about the account and beneficiaries, and additional documentation needed in specific circumstances. The form also includes sections for spousal waivers and legal disclaimers regarding tax implications and responsibilities.

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Click ‘Get Form’ to open the etrade beneficiary form in the editor.
Begin by entering your existing E*TRADE Securities brokerage account number and selecting the account type (Individual or Joint Tenants with Rights of Survivorship).
Fill in the primary and co-account holder's names, along with their marital statuses. Ensure all information is accurate.
Designate your beneficiaries by entering their names, relationships, and share percentages. Remember that total shares must equal 100%.
If applicable, complete the spousal waiver section if you are a married resident of a community property state and not naming your spouse as a primary beneficiary.
Finally, sign and date the form. Review all entries for accuracy before printing or saving your completed document.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens to an e-trade account when someone dies?

Your brokerage firm may provide TOD or other beneficiary documents in order to designate a beneficiary for your brokerage account. Designating a beneficiary can be very helpful, but be aware that a TOD plan or other beneficiary document supersedes your will.

How do I add a beneficiary to my etrade account?

After the death certificate has been reviewed, the account(s) of the deceased will be restricted, meaning open orders are canceled and bill payments and checking are stopped.

Can I put a beneficiary on my e-trade account?

The beneficiary designation process is for US participants only and can be completed on etrade.com. The beneficiary designation process is associated with the Transfer on Death designation that allows for US participants to transfer assets to their beneficiaries upon the account holders death.

How do I add a beneficiary to my Morgan Stanley account?

Call the Beneficiary Services team at 1-888-402-0653 for assistance.