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DESIGNATED BENEFICIARY AGREEMENT - San Miguel County - sanmiguelcounty

DESIGNATED BENEFICIARY AGREEMENT - San Miguel County - sanmiguelcounty 2025

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The Designated Beneficiary Agreement outlines the rights and protections granted between two parties, referred to as Party A and Party B, regarding their designation as each other's beneficiaries. It emphasizes that this agreement does not replace other estate planning documents and requires additional actions for designations related to insurance policies or property titles. The document details specific rights that can be granted or withheld by each party, including property ownership, medical decision-making, and inheritance rights. The agreement becomes effective upon recording with the county clerk and remains in effect until revoked.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the full names and addresses of both parties, Party A and Party B, in the designated fields.
Review each right or protection listed in the agreement. For rights you wish to grant, initial next to the corresponding line under 'To grant a right or protection.'
If there are any rights you wish to withhold, initial next to the corresponding line under 'To withhold a right or protection.'
Once all sections are completed, both parties should sign and date the document at the bottom.
Ensure that the document is notarized as required before submission.

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