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Started By
Message
My Schwab Account
Posted on 8/8/25 at 6:12 am
Posted on 8/8/25 at 6:12 am
Why is it that I can’t name a beneficiary to my account if I live in Louisiana? Seems that Louisiana is the only State that doesn’t allow this??
4
Posted on 8/8/25 at 8:30 am to WC HICK
i listed one for my ROTH and traditional. no issues.
now it will NOT let me list one for my solo401k trust brokerage account. maybe because i am the trustee and plan administrator.
Call them. that does not sound right. what do you have? a taxable brokerage account? retirement?
now it will NOT let me list one for my solo401k trust brokerage account. maybe because i am the trustee and plan administrator.
Call them. that does not sound right. what do you have? a taxable brokerage account? retirement?
Posted on 8/8/25 at 8:37 am to WC HICK
If you are married, my understanding is Louisiana requires a spouse's signature when adding or changing beneficiaries so it has to be done on paper through the mail.
Not 100% on this but that is what i remember being told when I changed it for life insurance.
Not 100% on this but that is what i remember being told when I changed it for life insurance.
Posted on 8/8/25 at 9:47 am to WC HICK
Had this same thing happen. It is Louisiana law, not Schwab. It’s very annoying but it’s just another hidden cost of living in Louisiana.
Posted on 8/8/25 at 10:10 am to ATOlurker
quote:
If you are married, my understanding is Louisiana requires a spouse's signature when adding or changing beneficiaries so it has to be done on paper through the mail.
never happened to me. did schwab shite the bed on mine? never had to do any of that. did all mine online no issues.
Posted on 8/9/25 at 12:51 pm to WC HICK
change the account to a community property brokerage account your spouse will be co owner and thus the beneficiary
Posted on 8/9/25 at 3:23 pm to Fat Bastard
A taxable
Posted on 8/9/25 at 3:25 pm to cgrand
Thanks, I’ll look into it.
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