Beneficiary/Transfer on Death (TOD) FAQ
How do I add or change a beneficiary on my stock account?
If you have an individual or joint account, the fastest and easiest way is to register for a Publix Stockholder Online account. Then log in to Publix Stockholder Online > Account Tools > Beneficiary Change and follow the on-screen process to complete and print the required form. Be sure to follow the instructions on the printed form.
You can also complete a Stock Transfer Request Form and follow the instructions on the form.
How do I view my beneficiary on my PROFIT Plan account?
You can review your beneficiary(ies) on your most recent Publix Retirement Benefits Summary. Current Publix associates also can view their beneficiary(ies) on PASSport.
How do I add or change a beneficiary on my PROFIT Plan account?
Complete a PROFIT Plan Beneficiary Designation Form and follow the instructions on the form.
What do I do if the stockholder passed away?
For a stock account, call Publix stockholder services and provide the deceased stockholder’s
- stock account number or
- Social Security number.
For a PROFIT Plan account, call the Publix Retirement Department and provide the deceased stockholder’s Social Security number.
