Beneficiary Questionnaire

    Naming a Beneficiary

    For tax-deferred accounts, it is important to name a beneficiary to receive your funds should something happen to you. If you do not, and you died suddenly, the recipients of your money will be determined by a court – and probably after significant expenses have been incurred.

    By naming a beneficiary upfront, your funds will go directly to the person you intend upon your passing.

     

    Your First and Last Name

    Note: Percentages requested below should sum to 100. For example, if you intend to leave your funds to a single person, then you may enter 100%. If you want to split evenly between two people, each would receive 50%.

     

    Beneficiary #1

    Beneficiary #2

    (if needed)

    Beneficiary #3

    (if needed)

     

    Should the primary beneficiaries named above pass away before you, or if your above-named beneficiaries are currently under the age of eighteen, you may also name one or more “contingent” beneficiaries to receive your funds:

    Note: Percentages requested below should sum to 100. For example, if you intend to leave your funds to a single person, then you may enter 100%. If you want to split evenly between two people, each would receive 50%.

     

    Contingent Beneficiary #1

    Contingent Beneficiary #2

    (if needed)

    Contingent Beneficiary #3

    (if needed)