Common Contracts
1 similar Designated Beneficiary Agreement contracts
DESIGNATED BENEFICIARY AGREEMENT DISCLAIMERDesignated Beneficiary Agreement • April 16th, 2019
This designated beneficiary agreement is operative in the absence of other estate planning documents and will be superseded and set aside to the extent it conflict with valid instruments such as a will, power of attorney, or beneficiary designation on an insurance policy or pension plan. This designated beneficiary agreement is superseded by such other documents and does not cause any changes to be made to those documents or designations. The parties understand that executing and signing this agreement is not sufficient to designate the other party for purposes of any insurance policy, pension plan, payable upon death designation or manner in which title to property is held and that additional action will be required to make or change such designations. The parties understand that this designated beneficiary agreement may be one component of estate planning instructions and that they are encouraged to consult an attorney to ensure their estate planning wishes are accomplished.
