Paper: Call PERF at 888-526-1687 and request a beneficiary change form be sent by mail. TIAA. Police Officers and Firefighters Pension Plan: Paper: Designation of Survivor and Beneficiary Information ...

Having irrevocable beneficiaries can be difficult if, for example, you get divorced and need your ex-wife's consent to change how your life insurance benefits are paid out. When you complete a ...

Could providing information about designated beneficiaries on a participant statement actually trigger a fiduciary breach suit?

Listing a CD account beneficiary — or beneficiaries, such as if you want to split the assets among multiple family members, for instance — tends to be a straightforward process.

IRAs, Roth IRAs and most work retirement accounts have beneficiary forms where you can list primary and contingent beneficiaries, as well. 2. Create a living trust.

New Rules. The final regulations keep the see-through trust concept. However, they simplify the documentation requirement for trusts that are beneficiaries of plan accounts and do away with it ...

Trust beneficiaries usually pay taxes on distributions from a trust's income but not on distributions of the principal. Beneficiaries receive a K-1 tax form with details.