Transcription of Designating Beneficiaries through Contractual …
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Designating Beneficiaries through Contractual …
MontGuideFor More Online MontGuides, Visit MT199901HR Revised 3/18 Learn about transferring your assets through Contractual arrangements, such as those commonly found in insurance policies, IRAs, employee benefit plans, payable on death accounts and transfer on death accounts. by Marsha A. Goetting, , CFP , CFCS, Professor and Extension Family Economics Specialist, Montana State University-Bozeman; Joel Schumacher, Extension Economics Associate Specialist, Montana State University-BozemanDefinitionsThroughout this MontGuide, the term financial entity refers to a financial institution, ( bank, credit union, insurance company, pension plan, employee benefit plan and other entities that provide Contractual arrangements).
3 Forms of Common Beneficiary Designations The wording of beneficiary designations on contractual arrangements such as an insurance policy, an annuity
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