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Order Execution Only Account BENEFICIARY DESIGNATION AND SUCCESSOR ANNUITANT FORM (FOR REGISTERED PLANS) Plan holders Last Nameless FormPlanholders First Naming. Account Number I revoke any prior

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How to fill out beneficiary designation and successor

01

Ensure you have the correct beneficiary designation form for your specific account or policy.

02

Fill out the form with the full legal name of your primary beneficiary and any contingent beneficiaries.

03

Include the percentage or specific amount of the benefit each beneficiary should receive.

04

If naming a successor beneficiary, provide their contact information and relationship to you.

05

Double check all information for accuracy before submitting the form.

Who needs beneficiary designation and successor?

01

Anyone who has assets that may pass through a beneficiary designation, such as retirement accounts, life insurance policies, or investment accounts.

02

Individuals who want to ensure their assets are distributed according to their wishes and avoid potential conflicts or delays in the future.

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What is beneficiary designation and successor?

Beneficiary designation is the act of naming an individual or entity to receive assets after the account holder's death. A successor is the person who will take over the account if the primary beneficiary is unable to do so.

Who is required to file beneficiary designation and successor?

Account holders are required to file beneficiary designation and successor.

How to fill out beneficiary designation and successor?

Beneficiary designation and successor forms can usually be filled out online or in person at the financial institution where the account is held.

What is the purpose of beneficiary designation and successor?

The purpose is to ensure that assets are distributed according to the account holder's wishes and to provide a successor in case the primary beneficiary is unable to inherit.

What information must be reported on beneficiary designation and successor?

Personal information of the beneficiary, relationship to the account holder, and percentage of assets to be inherited are typically reported on beneficiary designation and successor forms.

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