On the right side of the next page, click the "Add Beneficiary" link across from Beneficiaries. Paper: Designation of Beneficiary Form Note: If you are married and designate someone other than a ...

Without a properly completed form, your retirement account will ... can make it difficult to manage investments efficiently. Adding a beneficiary to an account is generally smart, but there ...

you should specify them on the life insurance beneficiary designation form. A beneficiary designation form is a legal document and will be used by the insurer to determine who will receive the death ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) ...

When filling out the form, you may also need to provide your beneficiary's: You can add, remove, or change a beneficiary at any time using the same process. Make sure you tell your beneficiaries ...