No "official" beneficiary forms for investment accounts

[devusr 41]

I added my wife to all my investment accounts. However, out of all the investment accounts, only 2 provides "official documentation" (like using their letter head, PDF document etc) that they are the beneficiary. The other accounts, I just login and have to print the "web page" myself. In some of the accounts, all that they have is just a name. There is no date of birth or identity number etc.

 

Is that enough in terms of "official documentation" for beneficiary?

[Adventine 3,196]

You should be fine. We did the same for my AOS process - just screenshots of the webpages where I am listed as the beneficiary on my husband's investment accounts. Just be sure to include the website logos and URLs, so that it's clear where the screenshots came from.

[JeanneAdil 6,511]

i added Adil to checking but the monthly statements have never showed his name

i had to use the document that bank gave me the day i added him showing his name and POA

[devusr 41]

16 minutes ago, JeanneAdil said:

i added Adil to checking but the monthly statements have never showed his name

i had to use the document that bank gave me the day i added him showing his name and POA

Was that when Adil was here in the US? If they were outside the US at the time, which bank did you use or did you already have a ITIN?

[Lemonslice 4,852]

I just took screenshots of my online accounts Beneficiary section.