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 ...

Understand IRA beneficiary rules for spousal and non-spousal heirs, the importance of naming beneficiaries, and the impact of ...

Sjostedt as the sole beneficiary of his retirement account, and then never updated the form to designate a new ... your beneficiary designations on all bank accounts, retirement accounts and ...

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

beneficiary designation form. The primary beneficiary, often the spouse if the account owner was married, will get the money if they are still alive and want to claim it. But if they have passed ...

I chose my sister as my life insurance beneficiary at that time. When I got married, I filled out a form on my ... It's important to review and update your designation after major life events ...

What happens to your savings or checking accounts when you die largely depends on whether you’ve named a beneficiary to ... initiate a claim through a simple form in minutes.

This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New York. Our lawyers are at the forefront of this area of the law ...

3. Beneficiary Designations As noted earlier, a number of your possessions can pass to your heirs without being dictated in the will (e.g., 401(k) plan assets). This is why it is important to main ...

Estate planning for tax-free savings accounts is pretty simple if you’re ... person’s TFSA until paid to the beneficiary. ”Where the successor holder designation can really be advantageous ...

The beneficiary can be your spouse ... Term life insurance is generally the cheapest form of life insurance. You lock in the policy for a set period — usually 10 to 40 years.