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.
Form Last Updated 12/10/25
Your Email
*
Your Client's Name
*
First Name
Last Name
Additional Client Name
First Name
Last Name
Back
Next
Please select all account types that need to be updated below.
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Individual or TOD
Joint Transfer With Right of Survivorship (JTWROS)
Traditional IRA
Roth IRA
Inherited IRA
Inherited Roth IRA
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: