Beneficiary Forms & Declarations

Life Insurance Beneficiary Designation

Names who receives life insurance proceeds upon your death.

Can include primary and contingent beneficiaries.

Retirement Accounts (401k, IRA, Pension) Beneficiary Form

Required by plan providers.

Overrides what’s in a will if different.

Payable on Death (POD) or Transfer on Death (TOD) Designations

Bank accounts, investment accounts, or securities that pass directly to named beneficiaries without probate.

Beneficiary Declarations for Wills or Trusts

General forms to declare who inherits specific assets or property.

Can cover real estate, personal property, or heirlooms.

Business / Corporate Beneficiary Declarations

Used when an owner wants to designate a successor for ownership interests, partnership shares, or buy-sell agreements.

Contingent Beneficiary Declarations

Identifies who receives assets if the primary beneficiary has already passed or is unable to inherit.