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Va Revocable Trust  Form

Va Revocable Trust Form

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Instructions and help about revocable joint

let's go to Linda in Orlando Linda you're on WDBO go ahead yeah hi uh good morning I have a revocable um and Trust in put my Ira Ira beneficiaries as the revocable living trust but I want to change that all right um if I if I do it on the like the Fidelity website um do I have at the same time go back to the actual document and do that too so Linda when you pass away what happens to your 401k is not going to be governed by your will or trust this can be governed by how you fill out the beneficiary designation form so if you've got if you go to Fidelity and let's say you got three kids and you name you right now you got the trust as a beneficiary of your 401k if you change that to your three kids that will be controlling that uh Fidelity form will be controlling no matter what your trust happens to say Linda what I'm saying is that you can change your beneficiary with your Fidelity and that in and of itself would not require you to change your tru

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