Sentences with phrase «current beneficiary designation»

To change the current beneficiary designation on a Putnam 529 for America account, or to roll over whole or partial amounts to a new or existing beneficiary.

Consequently, if your life situation changes, or if any of your beneficiaries change their addresses or other identifying information, you may want to file a new Designation of Beneficiary form that cancels or updates your current beneficiary designation.

The policy owner names one or more beneficiaries; the insurance company pays the named beneficiaries according to the most current beneficiary designations.

Not exact matches

Also double - check your beneficiary designations and take another look at both your wills to ensure that your current wishes are accurately reflected.

Also double - check your beneficiary designations and take another look at both your wills to ensure that your current wishes are accurately reflected.

It is important to make sure that you review your life insurance beneficiary designation after a divorce or remarriage to ensure that it accurately reflects your current situation.

When you've had a major life change — like the birth of a child, a marriage or a divorce — it's time to review and update your 401k beneficiary designations so they're in line with your current situation, said Golladay.