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 ...

Some may request a disclaimer promising not to hold ... Before you sign that beneficiary form, think about not only who will get your money but how. And then each year thereafter, review the ...

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.