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You should contact your financial institution or brokerage institution to designate a beneficiary. You will usually be asked for the persons full legal name and their relationship to you. You may also need to provide a mailing address, phone number, Social Security number and date of birth.
Should my child be primary or contingent beneficiary?
If you want the kids to be first in line, use primary. The joint account owner will retain ownership before beneficiaries.
Who should I not name as a beneficiary?
Estranged relatives or former spouses Family relationships can be complicated, so think carefully if an estranged relative or ex-spouse really aligns with your wishes. Pets Pets cant legally own property, so naming them directly as beneficiaries is problematic. Consider a pet trust instead.
How do I set up a beneficiary on Merrill Lynch?
How do I set up a beneficiary on Merrill Lynch? If your employers 401(k) plan is through Merrill, you can change your beneficiaries at Benefits OnLine or through the free Benefits OnLine app. If you would like to have a beneficiary form mailed to you, contact Merrill at 800.228. 4015.
What is an example of a beneficiary designation?
For example, if you name your three cousins as your primary beneficiaries, you can name the children of each cousin as alternate primary beneficiaries. Then, if one cousin dies before you do, their share will be divided between their children who are named as alternate primary beneficiaries.
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A Merrill Lynch beneficiary designation form is a legal document that allows you to name the individuals or entities who will inherit your assets held in
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