If a beneficiary simply refuses to provide the requested information, and if the trustee is otherwise unable to obtain it, the trustee should attach a signed affidavit to the Form 1041 ...

Paper: Call PERF at 888-526-1687 and request a beneficiary change form be sent by mail. Click “SUPPORT” at the top of the page, then “Transactions & Information” under “ONLINE HELP.” Scroll down and ...

Select the check boxes at the top of the form indicating the insurance programs for which you wish to change beneficiaries. If you have the same beneficiaries for more than one insurance program, you ...

Retirement Online gives you an easy and secure way to review your benefits and conduct transactions in real time instead of sending forms through the ... things like update your contact information, ...

Navigate the complexities of probate forms. Learn about the various forms, how to fill them out correctly, and how to avoid ...

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.

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. Yet ...