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 Wells Fargo Ira Beneficiary Designation Form 2012

2012-2025 Form

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Welcome to Beneficiary Designations a Wisconsin Retirement System topic. By the end of this presentation you'll be able to: define beneficiary and standard sequence,   explain the importance of a beneficiary form,  identify who or what could be a beneficiary,   select the appropriate beneficiary  form, and update your beneficiary.  Let's start off with a few important definitions  that you'll need to know during this presentation. A beneficiary is someone you name to receive  any potential benefits upon your death.   That's what this whole presentation is about - how to make sure the right beneficiaries receive your benefits. In order to make sure the right people receive your benefits,   you must designate a beneficiary by completing one of ETF's designation forms.   Benefits are always paid based on the most recent and valid beneficiary designation   received at ETF before your death. Benefits will not automatically be pa

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