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DESIGNATION of BENEFICIARY(IES) DEATH BENEFIT (please print unless specified) For purposes of distributing the benefit known as the Death Benefit, in the event of my demise all proceeds are to go

How to fill out legg mason beneficiary designation

How to fill out legg mason beneficiary designation

1. To fill out the Legg Mason beneficiary designation form, follow these steps:
2. Obtain the beneficiary designation form from Legg Mason or their website.
3. Provide your personal information, including your full name, address, phone number, and email.
4. Specify your relationship to the primary account holder, such as spouse, child, or other.
5. Enter the full name, date of birth, and Social Security number or tax identification number of each beneficiary.
6. Indicate the percentage of the account assets you want to allocate to each beneficiary.
7. Consider appointing contingent beneficiaries in case the primary beneficiaries predecease you.
8. Sign and date the form in the designated areas.
9. Review the completed form for accuracy and completeness.
10. Submit the beneficiary designation form to Legg Mason as instructed, such as by mail or electronically.

Who needs legg mason beneficiary designation?

1. Anyone who has an account with Legg Mason and wishes to designate who will receive the assets in their account upon their death needs a Legg Mason beneficiary designation.
2. This includes individual investors, retirement account holders, and participants in other investment programs offered by Legg Mason who want to ensure that their assets are distributed according to their wishes after their passing.

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What is legg mason beneficiary designation?

Legg Mason beneficiary designation is a form that allows individuals to specify who will receive their assets or benefits upon their death.

Who is required to file legg mason beneficiary designation?

Any individual who has assets or benefits with Legg Mason that are subject to designation is required to file a beneficiary designation form.

How to fill out legg mason beneficiary designation?

To fill out a Legg Mason beneficiary designation form, individuals must provide their personal information, as well as the information of the designated beneficiary.

What is the purpose of legg mason beneficiary designation?

The purpose of Legg Mason beneficiary designation is to ensure that individuals can dictate who will receive their assets or benefits in the event of their death.

What information must be reported on legg mason beneficiary designation?

On a Legg Mason beneficiary designation form, individuals must report their personal details, such as full name, contact information, and social security number, as well as the details of the designated beneficiary.