How do I list a Trust as the beneficiary of my account?

To list a trust as your beneficiary, simply log into your account and go to Menu > Settings > Beneficiaries, then select Add Beneficiary as though you're listing an individual. Then, simply list the personal information of the primary trustee in the info fields, and the name of the trust in the name field. 🙂 Don't forget to save this form when you're done.