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 ...

A variety of account types are governed by beneficiary designation. Life insurance, 401(k)s, IRAs and annuities are the most common investment accounts that contain contractual provisions that ...

Once designated, it is recommended to review your beneficiary designations each year to ensure no changes are needed. To make it easier for you, below is a list of those places. You can update your ...

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.

So regardless of what your trust says, the two do not correlate unless you actually named the trust as a beneficiary of that ...

401(k) beneficiary designation supersedes will instructions; maintain accurate listings. Federal law defaults your spouse as 401(k) beneficiary; written consent needed for changes. Annual review ...

You can do things like update your contact information, view or update your beneficiaries, apply for a loan, request service credit, manage your loan and service credit payments, estimate your pension ...