Beneficiary Form Checklist

Beneficiary Form ChecklistUpdated beneficiary forms override any other legal documents in estate planning and are essential to ensure that your hard-earned assets will be distributed to the right people. Use this Beneficiary Form Checklist to organize your documents.

Knowing where your beneficiary forms are kept, naming contingent beneficiaries and determining the percentage each beneficiary will receive are just a few steps to ensure that your assets will be distributed properly.

Complete the form to download the pdf.