What entites can be added as a beneficiary?

CX can add the following entity types as a beneficiary on an account

Individual

Trust

Estate

Business

CX must receive written confirmation from the client with the specific information depending on what type of beneficiary that is being added to the account:

Individual Beneficiary require the following information:

Account the beneficiary should be added or removed

Name of the Beneficiary

Beneficiary Phone Number (Optional)

Trust Beneficiary require the following information:

Name of the Trust

Date of Trust Establishment

Date of Trust Auth/Cert

Beneficiary Phone Number (Optional)

Estate Beneficiary require the following information:

Name of the Estate

Beneficiary Phone Number (Optional)

Business Beneficiary require the following information:

Name of the Business

Association or Organization

Beneficiary Phone Number (Optional)