24/7 Wall St. on MSN

Her 401(k) beneficiary form still named her ex-husband. Twenty years, a remarriage, and a ...

Quick ReadBeneficiary designation forms are binding contracts with retirement plans that pass assets outside probate, making ...
JD Supra

Change of Beneficiary Forms Submitted and Processed in Good Order Do Not Provide Grounds ...

The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...
24/7 Wall St. on MSN

His ex-wife from 1998 collected his $500,000 401(k) because the form in a filing cabinet ...

Quick ReadA never-updated 401(k) beneficiary form gave a 1998 ex-wife $500,000, legally beating the divorce decree, the will, ...
Forbes

3 Rulings Show The Importance Of Checking IRA Beneficiary Forms

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...
AOL

In blended families, beneficiary forms, trusts determine who inherits

A spouse, stepchild or longtime partner may assume they will inherit assets after a loved one's death. In many cases, they are wrong, attorney Harry Margolis, author of Get Your Ducks in a Row, said ...