● SLA is 1-2 bs days
● A beneficiary is a person who can claim securities on the account once the account owner becomes deceased. Beneficiaries may be changed at any time and have no rights to the stocks while the account holder is still alive.

● Can add up to FIVE beneficiaries. Must designate the percentage per beneficiary on how much they would get.

● No age limit.

● If the customer does not have access to a computer to get the beneficiary form, send a back office ticket and the account maintenance team will follow up with them shortly. DO NOT MENTION WITHIN 4 HOURS TO THE CUSTOMER. 

● Cannot be seen in the mobile app an email confirmation will be sent if the beneficiary is added AND THE FORM will include the names of their beneficiaries
● A beneficiary is used primarily to avoid probate which is the administering of a deceased person’s will or the estate of a deceased person without a will. This also means that a Transfer on Death designation will override a will, trust or other estate plans you’ve made. Only the persons added in the benefiiary form of Stockpile will be catered.

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WEBSITE WALK THROUGH:

● Go to stockpile.com
● At the top page click the dropdown box on Help
● Click Help Center
● Search the keyword "Beneficiary" in the search box
● Select the article "How do I add a Beneficiary"
● Click the "Fill out the Beneficiary Form" highlighted in purple