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Beneficiary Designation
The short answer
Instructions naming who receives assets from accounts, insurance policies, or trusts after death.
What is Beneficiary Designation?
Instructions naming who receives assets from accounts, insurance policies, or trusts after death.
About this page. Written by Associate Professor Charles Lo, CPA, PhD. Checked against reliable sources before publication. No ads and no paywall. Editorial standards · How we fact check · Corrections log · Report an error
Educational information only. Nothing on this page is personal financial, tax or legal advice. Investing involves risk, including the possible loss of principal.
