Beneficiaries and Transfers

Declaring Beneficiaries 

Designating a beneficiary to your Linqto account is a simple process that involves filling out our beneficiary form. This form can obtained by contacting our Client Success team. Once you’ve designated your beneficiaries on the form, you’ll upload this to the “Documents” tab of your profile, and your beneficiaries are set. 

In the event of an accountholder’s passing, the designated beneficiaries will need to contact our team with proof of the need for transfer, such as a death certificate along with a Letter of Administration or Letter of Testamentary. Once these items are obtained by our CS team, we will work with the beneficiary on next steps.  

Transfers of Assets 

There are only a few select instances when a transfer of assets is permitted on Linqto. Please reach out to our Client Success team to inquire.