One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While wills and trusts are the most common methods for doing so, beneficiary ...

To help you fill out the form, you may review guide G00059 Examples of Beneficiary Designations. Consult legal assistance if the guide does not apply to your situation. For legal assistance concerning ...

Many assets pass by beneficiary designation — which is the ability to fill out a form with the financial company holding the asset and name who will inherit the asset upon your death.

It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. Yet ...

In 1987, Jeffrey Rolison filed a handwritten form naming his partner ... named the trust as a beneficiary of that 401(k)." ...

Many joint bank accounts include rights of survivorship, which means that after one account owner dies, any remaining owners retain ownership of the funds in the account, without interruption. If ...

The beneficiary designation forms, which are not standardized, are not typically required to be completed in the presence of witnesses, a notary public, or an attorney. In some instances ...

such as the beneficiary designation form and the plan's terms and conditions. “When the primary 401(k) holder passes away, the beneficiary should contact the plan administrator to begin ...