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IRA to your contingent beneficiaries only if there are no surviving primary beneficiaries at the time of your death. If this happens, your contingent beneficiaries will share equally in your IRA, unless you specify different percentages below. If there are no surviving contingent beneficiaries at the time of your death, we will transfer ownership of your IRA to your estate. All percentages must total 100%. Note: If more than one primary and/or contingent beneficiary is designated, and no...
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Instructions and help about tiaa cref change of beneficiary form

Hi this is Jared music with destiny capital, and I'm here to talk to you today about an incredibly invigorating topic beneficiary designation forms now these are those annoying little forms that you have to fill out when you're signing up for your employee benefits employee provided life insurance 401 K s any other types of financial accounts that you typically have beneficiary forms with those as well, so those would be brokerage accounts other insurance contracts things like that and essentially when you fill those out what you're saying is hey when I'm gone this is who gets the loot and this is how it's distributed out now what we're finding is that a lot of those beneficiary designation forms are not up to date and not the way that people had intended them to be and one thing that most people don't understand is that beneficiary designation forms will supersede your estate planning documents so your wills you know trust any estate planning documents that you've created will actuall

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