Some policies have more than one beneficiary, so it’s important for each person to fill out a claim form in order to receive their payout. If you’re a contingent beneficiary—that is ...

Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

If you’re new to using money orders, don’t worry — filling one out is a straightforward process ... A money order is a safe ...

The odds of filling out a March Madness men’s tournament bracket with the winner of every game correctly picked is a staggering 1 in 9.2 quintillion. No one has ever achieved the feat of ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Find out how to designate a beneficiary ... department about how to add or change a designation. For other accounts, you can typically name a beneficiary when you open or at any time thereafter.

Make sure a beneficiary or the executor ... of minor children with a guardianship designation form or affidavit. You can also fill out a temporary guardianship form that allows the appointed ...

He earned the Chartered Financial Consultant® designation for advanced financial ... from multiple companies without needing to fill out multiple forms. You’ll typically need to provide the ...

Do I need to do something extra? A. It is very important to understand that any assets on which there is a beneficiary designation pass pursuant to that designation and not pursuant to your will u ...