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.

Designations are made by assigning a percentage of assets to the beneficiary or successor using a form that is entirely separate from your will or living trust. Designations come in several forms ...

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)." ...

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 ...

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 ...

This transaction may be completed online. Retirement Online gives you an easy and secure way to review your benefits and conduct transactions in real time instead of sending forms through the mail or ...