On the left side of the next page under “Find It Fast,” choose “Forms & Applications.” then “Designation of Beneficiary” from the list. Phone: 800-345-3533 – Business Retirement Services will assist ...

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 ...

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 ...

and III), but the beneficiary designation form may not be specific ... from testamentary estate planning and business succession planning to sophisticated lifetime leveraged gifting techniques ...

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 ...

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 ...

401(k) beneficiary designation supersedes will instructions ... your spouse becomes the 401(k)'s beneficiary unless they sign a consent form. If you fail to designate a 401(k) beneficiary ...