Beneficiaries
Find the steps to designate beneficiaries and learn about spousal consent rules in community property states.
10 articles
Beneficiary Questions
Beneficiaries information, including current beneficiaries, spousal consent, and minimums/maximums.
What happens if I do not name beneficiaries on my account?
Do I have to name a beneficiary?
What is a beneficiary?
Is there are a minimum/maximum number of beneficiaries I can add to my account?
Can I change my beneficiaries once I have added them to my account?
How do I add beneficiaries to my account?
Where can I view my current beneficiaries?
What is the difference between a primary and contingent beneficiary?
Who can I list as a beneficiary?
What is spousal consent?