Update Beneficiaries
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.
Your email address
*
Your Client's Name
*
First Name
Last Name
Additional client's name
First Name
Last Name
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Please select all account types that need to be updated below.
Individual or TOD
Joint Transfer With Right of Survivorship (JTWROS)
Traditional IRA
Roth IRA
Inherited IRA
Inherited Roth IRA
Please list the last 4 digits of any account(s) for which you'd like the beneficiary information updated.
*
If multiple, separate with a comma (ex., 1111, 2222)
Do you know beneficiary information? If so, we can pre-fill the paperwork for you.
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Yes
No
Please enter beneficiary information below. To add an additional beneficiary, click "+ Add Row".
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Do you know beneficiary information for the additional client? If so, we can pre-fill the paperwork for you.
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Yes
No
N/A
Please enter beneficiary information for the additional client below. To add an additional beneficiary, click "+ Add Row".
*
Are there any special instructions you'd like to provide?
Submit
Should be Empty: