
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 is a beneficiary?
- Who can I list as a beneficiary?
- What is the difference between a primary and contingent beneficiary?
- How do I add beneficiaries to my account?
- Is there are a minimum/maximum number of beneficiaries I can add to my account?
- Do I have to name a beneficiary?
- What happens if I do not name beneficiaries on my account?
- Can I change my beneficiaries once I have added them to my account?
- Where can I view my current beneficiaries?
- What is spousal consent?
