Individual Cash & Margin Accounts
Individual accounts require a transfer on death (TOD) form
Please visit our forms and agreements page to set up a beneficiary in an individual cash or margin account by filling out a Transfer on Death Form (TOD). You may list more than one primary and/or contingent beneficiary and set a percentage share. Send completed TOD forms to our accounts team at email@example.com or by fax at 312-724-7364.
Retirement Accounts: Traditional, Roth, and SEP
IRA accounts can specify one or more beneficiaries
To set up a beneficiary for a retirement account, sign in to your account at tastyworks.com, or click here. After signing in, go to My Profile → Beneficiaries. There, you can list one or multiple beneficiaries, as well as a percentage share.
Please visit our forms and agreements page to set up a beneficiary by filling out an IRA Beneficiary Designation form to list primary and contingent beneficiaries. Send completed beneficiary forms to firstname.lastname@example.org or by fax at 312-724-7364.