Update Beneficiary
Once submitted, the Sapphire Service Team will prepare and send forms to your client via Schwab Digital Workflow (DWF) for signature. A Wealthbox task will automatically be created for this request, where you’ll receive updates.
Advisor Name
*
First Name
Last Name
Advisor Email Address
*
Client Name
*
First Name
Last Name
Is there an additional client?
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No
Yes
Additional Client's Name
First Name
Last Name
Back
Next
Do you know the beneficiary information? If so, we can pre-fill the forms for the client.
*
Yes, I'll enter below
No, my client will provide at signing
Please enter beneficiary information below. To add additional beneficiaries, click "+ Add Beneficiary".
*
Please enter the account information to be updated below. To add additional accounts, click "+ Add Account".
*
Anything else we need to know to process this request?
Submit
Should be Empty: