The SSA-11 form is a crucial tool for Social Security beneficiaries in the United States who need to change their ...

such as the beneficiary designation form and the plan's terms and conditions. “When the primary 401(k) holder passes away, the beneficiary should contact the plan administrator to begin ...

The problem is “later” is usually too late, because most people never review their beneficiary forms. The SECURE Act has eliminated the “stretch” IRA for most beneficiaries and replaced it ...

Many assets pass by beneficiary designation — which is the ability to fill out a form with the financial company holding the asset and name who will inherit the asset upon your death.

To designate a new beneficiary, simply request a beneficiary form from your 401(k) administrator. Completing and submitting the form successfully changes your 401(k)'s beneficiary. You should ...

which is why it's so important for advisors to help clients review their beneficiary forms and ensure that their desired beneficiaries are actually listed as such on the IRA beneficiary form.