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.
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.
Complete a PROFIT Plan Beneficiary Designation Form and follow the instructions on the form.
For a stock account, call Publix stockholder services and provide the deceased stockholder’s
For a PROFIT Plan account, call the Publix Retirement Department and provide the deceased stockholder’s Social Security number.