To add a beneficiary to your individual account, email help@frec.com and request a Transfer on Death (ToD) form. Our team will send you a ToD form via DocuSign to complete and sign. You may list multiple primary and/or contingent beneficiaries and set a percentage share. Once we receive the completed form, the beneficiaries will be added to your account.
If you wish to add your spouse as a beneficiary and you and/or your spouse reside in a Community Property or Marital Property State, their signature will be required. Therefore, we also request that you provide their full name and email address so we can send them the ToD form via DocuSign to sign as well.
Known Community/Marital Property states are: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin.
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