ESOP.edu – Why is a Beneficiary Form so important?

A beneficiary form is used to assign the person of your choice to receive your financial assets upon death. Every time a life event takes place, like a new baby, marriage, divorce or retirement, you should review the beneficiaries you have selected, including those for your ESOP and 401(k) accounts. WHAT HAPPENS IF YOU DO NOT DESIGNATE A BENEFICIARY:  1. […]

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