Acorns beneficiary 2026

1. Click ‘Get Form’ to open the acorns beneficiary form in the editor.
2. Begin by entering your account information. Fill in your first name, last name, social security number or account number, and phone number.
3. Next, designate your beneficiary. Provide their full name, street address, date of birth (MM/DD/YYYY), social security number or tax ID number, relationship to you, and phone number.
4. Review the disclosures section carefully. This outlines important legal information regarding the transfer of assets upon your death.
5. Finally, sign and date the form at the bottom. Ensure that you affirm all statements regarding beneficiary designations and understand the terms of this agreement.

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