This transaction may be completed online. Retirement Online gives you an easy and secure way to review your benefits and conduct transactions in real time instead of sending forms through the mail or ...

Designations are made by assigning a percentage of assets to the beneficiary or successor using a form that is entirely separate from your will or living trust. Designations come in several forms ...

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. Yet ...