What is a Beneficiary Review?

A Beneficiary Review provides the opportunity to confirm who may inherit your legacy. Taking time to periodically review your beneficiary designations ensures that your wishes are honored and that your legacy is passed on as you intend, potentially spanning over a lifetime.

Why You Need a Beneficiary Review

• Do you remember who your beneficiaries are?
• Have you named a contingent beneficiary?
• Do you have accurate information about your beneficiaries?

Documents to Review in a Beneficiary Review

It is important to review any account or insurance policy that designates a beneficiary. These may include, but are not limited to:

• Individual Retirement Accounts (IRAs)
• Retirement Plans with current and previous employers
• Life Insurance policies
• Other insurance policies that have a beneficiary