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What You Need to Know About Beneficiary Designations The Inventory Worksheet contained in this brochure is provided for personal use only. If you have a retirement plan with Fiduciary Trust International
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How to fill out beneficiary designations
How to fill out beneficiary designations
01
Gather the necessary information: You will need the full name, date of birth, and contact information of each beneficiary you want to designate.
02
Identify the accounts: Determine which accounts or assets require beneficiary designations. These may include life insurance policies, retirement accounts, bank accounts, and investment accounts.
03
Understand the options: Familiarize yourself with different types of beneficiary designations, such as primary beneficiaries, contingent beneficiaries, and per stirpes beneficiaries.
04
Complete the forms: Obtain the relevant beneficiary designation forms from the respective financial institution or insurance company. Fill out the forms accurately, providing the required information for each beneficiary.
05
Review and revise: Regularly review your beneficiary designations to ensure they reflect your current wishes and life circumstances. Make any necessary updates or changes.
06
Seek professional advice: If you have complex assets or unique family situations, consider consulting with an estate planning attorney or financial advisor to ensure your beneficiary designations align with your overall estate plan.
Who needs beneficiary designations?
01
Anyone with financial accounts or assets: Beneficiary designations are crucial for individuals who have life insurance policies, retirement accounts (such as a 401(k) or IRA), bank accounts, or investment accounts.
02
Married individuals: Spouses often designate each other as primary beneficiaries to ensure a smooth transfer of assets upon one's death.
03
Parents: Parents may want to designate their children as beneficiaries to secure their financial future in case of unexpected events.
04
Divorced individuals: Updating beneficiary designations after a divorce is crucial to prevent assets from going to an ex-spouse unintentionally.
05
Business owners: Those who own a business may want to designate beneficiaries to determine the distribution of business assets or shares upon their death.
06
Individuals with specific charitable intentions: Some individuals may choose to designate a charity or non-profit organization as a beneficiary in order to support causes they care about.
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What is beneficiary designations?
Beneficiary designations are instructions that determine who will receive your assets upon your death.
Who is required to file beneficiary designations?
Individuals who have assets that require beneficiary designations, such as retirement accounts or life insurance policies, are required to file beneficiary designations.
How to fill out beneficiary designations?
Beneficiary designations can be filled out by completing the appropriate form provided by the institution holding the assets, and specifying the name and relationship of the beneficiaries.
What is the purpose of beneficiary designations?
The purpose of beneficiary designations is to ensure that your assets are distributed according to your wishes and avoid probate.
What information must be reported on beneficiary designations?
Beneficiary designations must include the full name, date of birth, and relationship to the account holder of each beneficiary.
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