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How do I add a beneficiary to my account?

While you cannot share an account with someone, you can designate a beneficiary on your account. This will allow them to claim ownership of the account in the event that you are deceased.

Add a beneficiary to your Stash Invest account

Please fill out this form, have it notarized, and email it to

Add a beneficiary to your Stash Retire account

If you would like to add a beneficiary to your Stash Retire account, please fill out this form and email it to the beneficiary form for your Stash Retire and your Stash Invest account will require your account number. For directions on how to find your account number.

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