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Beneficiary Designation Form - Securities America 2025

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The document is a Beneficiary Designation Form for the Ladenburg Thalmann Financial Services Inc. Qualified Employee Stock Purchase Plan. It allows employees to designate primary and contingent beneficiaries to receive their shares upon death, revoking any previous designations. The form requires personal information, beneficiary details, and signatures from both the employee and spouse if applicable, particularly in community property states.

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What is an example of a beneficiary designation?

A beneficiary designation is the act of naming the person who will inherit an asset in the event of the account owners passing. Some common examples include life insurance policies and retirement accounts. When the account owner passes away, their assets are then transferred to the beneficiary that they designated.

What is a beneficiary designation?

Beneficiary designation very much sounds like an estate planning term. Although its closely related, in this case its slightly different. Designating a beneficiary refers to the process of naming an individual who will receive an asset upon your passing.

What is an SF 2823 form for?

SF 2823, Designation For FEGLI Determines how proceeds from the life insurance are distributed. fill/sf2823.

What is SF 3102 used for beneficiaries?

If any portion of your service was under the Federal Employees Retirement System, use Standard Form (SF) 3102. This Designation of Beneficiary form is used to designate who is to receive a lump-sum payment which may become payable after your death.

Who is considered a designated beneficiary?

Any of the following individuals are considered an eligible designated beneficiary (EDB): a surviving spouse, a disabled or chronically ill individual, an individual who is not more than 10 years younger than the IRA owner, or a child of the IRA owner who has not reached the age of majority.

Can you designate a beneficiary for a brokerage account?

Your brokerage firm may provide TOD or other beneficiary documents in order to designate a beneficiary for your brokerage account. Designating a beneficiary can be very helpful, but be aware that a TOD plan or other beneficiary document supersedes your will.

Does a beneficiary designation override a will?

Most life insurance policies have a default order of payment if you do not name a beneficiary. For many individual policies, the death benefit will be paid to the owner of the policy if they are different than the insured person and still alive, otherwise it will be paid to the owners estate.

Beneficiary Designation Form - Securities America 2025

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