Portfolio & Beneficiary Designation Review

This will request the owner's assets to be received by a spouse, relative, friend or entity based on the % indicated on the form. If the beneficiary passes, the share goes to the surviving co-beneficiary or the secondary one.  It should be reviewed periodically to ensure the validity of the designation. Please consult an attorney in your state of residence for further details and explanation.

This will request the owner's assets to be received by a spouse, relative, friend or entity based on the % indicated on the form. If the beneficiary passes, the share goes to the surviving spouse or decedents.  It should be reviewed periodically to ensure the validity of the designation. Please consult an attorney in your state of residence for further details and explanation.