Who is my Beneficiary?

If you are married and want to name someone other than your spouse as beneficiary of your retirement account, your spouse must agree to your beneficiary designation. He or she may consent to your …

Feb 27, 2018 · This form contains all the details that a person is required to provide to complete the process of designation. It enables those people to fill the form who don’t know much about the right …

Nov 16, 2023 · A sample form to document beneficiaries for employee benefits.

Use this form to add or change the beneficiaries of your Fidelity IRA (including Traditional, Rollover, SEP, SIMPLE, Roth, and Inherited IRA) or Fidelity HSA account(s).

Note: If married, living in a community property state (for example AK, AZ, CA, ID, LA, NV, NM, TX, WA, or WI), and want to designate a primary beneficiary other than your spouse, your spouse must agree …

Learn how beneficiary designation forms work, why they're crucial for your estate plan, and how to properly complete them based on your family situation and financial goals.

Mar 20, 2025 · Beneficiary designation forms are filled out for retirement accounts like 401 (k)s, IRAs, and even pensions that have an at-death beneficiary transfer. The beneficiary designation form is a …

This Designation of Beneficiary Form is used to designate who is to receive a lump-sum payment which may become payable under CSRS or FERS. It does not affect the right of any person who is eligible …

Trust as Beneficiary - You may designate a trust as beneficiary, using the following form: "To [name of trustee], trustee of the [name of trust], under a trust agreement dated [date of trust]."