An employer’s retirement plan documents did not incorporate beneficiary designation forms in its language or appendices, so the forms did not govern the award of benefits, a court ruled. A federal ...

But I cannot recommend using boilerplate forms, even those that you can tailor ... On my life insurance and my 401(k), I have listed a beneficiary. But do I need a will for my home to avoid ...

But for many investors, their IRA or 401(k) beneficiary designation form will control the distribution of most of their assets. Since many people accumulate the majority of their investment ...

A Beneficiary Designation form is a legal document that allows you to specify who should receive the benefits of a financial account or asset, after your death. Beneficiary Designation forms are ...

A single mistake, however, thwarted his well-laid plans. Family members realized a year after he died that his IRA beneficiary form was filled out incorrectly. Instead of specifically listing the ...

No law requires a bank to provide copies of your account beneficiary designation forms. But you shouldn't stay at a bank that won't do it. Move your money to a more cooperative bank. Accounts with ...