From the Attorney’s Desk by Jason Krautkramer, J.D. Eckert & Krautkramer, LLC 630 N 4th St. Wausau, WI 54403 715-842-0907 jason@eckertlawllc.com 165182 How to Change a Beneficiary Designation Updating beneficiaries is straightforward, but the actual process can depend on the type of account. Many accounts can be checked and changed online. Some accounts require filling out paperwork. A spouse’s written consent may be required to name someone else as beneficiary. A beneficiary change could require a sign-off from a plan administrator. When naming a beneficiary, be as detailed as possible. Most designation forms ask for a person’s full legal name and their relationship to you. You may also need to provide details such as the beneficiary’s contact information, date of birth, and Social Security number. You should also request and save beneficiary change confirmations. This is the only way to ensure that the change was successfully made. Beneficiary designations show how small details can have a big impact. Schedule an appointment today. From the Attorney’s Desk by Jason Krautkramer, J.D. Eckert & Krautkramer, LLC 630 N 4th St. Wausau, WI 54403 715-842-0907 jason@eckertlawllc.com 165182 How to Change a Beneficiary Designation Updating beneficiaries is straightforward, but the actual process can depend on the type of account. Many accounts can be checked and changed online. Some accounts require filling out paperwork. A spouse’s written consent may be required to name someone else as beneficiary. A beneficiary change could require a sign-off from a plan administrator. When naming a beneficiary, be as detailed as possible. Most designation forms ask for a person’s full legal name and their relationship to you. You may also need to provide details such as the beneficiary’s contact information, date of birth, and Social Security number. You should also request and save beneficiary change confirmations. This is the only way to ensure that the change was successfully made. Beneficiary designations show how small details can have a big impact. Schedule an appointment today.
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