Do I need a separate beneficiary for my retire account?
Yes, you will need to designate a beneficiary to your Stash Retire account (even if you already have one for a Stash Invest account).
You can name the same person as the beneficiary of both accounts.
How do I add a beneficiary for my Stash Retire account?
You’ll need to:
- Download and complete the Stash Retire beneficiary form including Stash Retire account number
- Send the completed form to Stash Support by email
How do I find my Stash Retire account number?
First, double-check that you’re in your Stash Retire account. Then:
- Navigate to Account
- Select Bank account
- Scroll down to the bottom
Your account number will be a series of digits and letters, beginning with a 7 or 8.
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