Aesop Advisor  
 Add Beneficiaries 
 
Use this form to add beneficiaries for retirement accounts or transfer on death designations for non-retirement accounts.
 
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Please call us at 833 267-6746 or email jonathon@aesopadvisor.com if you have any questions. 
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Add Beneficiaries

Type of account?
Are you changing or designating beneficiaries? *

Primary Beneficiaries

If you want to name beneficiaries, please provide their info. 🛈
 Primary Beneficiary 1 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add beneficiary. 🛈
 Primary Beneficiary 2 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add beneficiary. 🛈
 Primary Beneficiary 3 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add beneficiary. 🛈
 Primary Beneficiary 4 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add beneficiary. 🛈
 Primary Beneficiary 5 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add beneficiary. 🛈
 Primary Beneficiary 6 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)

Contingent Beneficiaries

Add Contingent Beneficiary. 🛈
 Contingent Beneficiary 1 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add Contingent Beneficiary. 🛈
 Contingent Beneficiary 2 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add Contingent Beneficiary. 🛈
 Contingent Beneficiary 3 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add Contingent Beneficiary. 🛈
 Contingent Beneficiary 4 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add Contingent Beneficiary. 🛈
 Contingent Beneficiary 5 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Add Contingent Beneficiary. 🛈
 Contingent Beneficiary 6 Info
Name
Relationship
SSN
Percentage
DOB
Address/Phone
Per Stirpes? (Yes/No)
Are you married, residing in a community property or marital property state, including: AZ, CA, ID, LA, NV, NM, TX, WA, WI, and someone other than your spouse is designated as the sole, primary beneficiary, or your spouse is not a joint tenant/owner on this account? * 🛈

Way to Go! Thanks for providing your info!

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Add Beneficiaries Form