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Choose your beneficiaries

Designating a beneficiary is an important step

Once your retirement account is set up, complete your beneficiary information. It’s easy — and you can feel confident your loved ones will receive your retirement savings, if the unexpected happens.

Be sure to update your beneficiaries as your family changes — your designation takes precedence over who’s named in your will. And check to see if you have any unclaimed retirement accounts.

In addition to choosing a beneficiary, working with an attorney to create a will is an important step in helping you and your loved ones.


Pro tips

  1. Keep your beneficiary designations up to date, because they take precedence over who’s named in your will.
  2. Make sure you don't have any unclaimed retirement accounts.

Do you have unclaimed money? Visit these sites to learn more.

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