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 ...

It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...

Many joint bank accounts include rights of survivorship, which means that after one account owner dies, any remaining owners retain ownership of the funds in the account, without interruption. If ...