DESIGNATED BENEFICIARY AGREEMENTDesignated Beneficiary Agreement • June 11th, 2009
This designated beneficiary agreement is operative in the absence of other estate planning documents and will be superseded and set aside to the extent it conflicts with valid instruments such as a will, power of attorney, or beneficiary designation on an insurance policy or pension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 This designated beneficiary agreement is superseded by such other documents and does not cause any changes to be made to those documents or designations.
This revocation form must be recorded in the same county as the Designated Beneficiary Agreement form it revokes.Designated Beneficiary Agreement • June 11th, 2009
This revocation form is effective on the date it is received for recording by the County Clerk and Recorder. This form was received by the County Clerk and Recorder on
DESIGNATED BENEFICIARY AGREEMENTDesignated Beneficiary Agreement • March 29th, 2010
This designated beneficiary agreement is operative in the absence of other estate planning documents and will be superseded and set aside to the extent it conflicts with valid instruments such as a will, power of attorney, or beneficiary designation on an insurance policy or pension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 This designated beneficiary agreement is superseded by such other documents and does not cause any changes to be made to those documents or designations.
medial or surgical treatment;Designated Beneficiary Agreement • July 29th, 2010
Both parties must properly notify their employer or provider of retirement, insurance, and other benefits of the designated beneficiary’s identity. Having a Designated Beneficiary Agreement does not automatically entitle your designated beneficiary to receive proceeds or insurance coverage.
DESIGNATED BENEFICIARY AGREEMENTDesignated Beneficiary Agreement • June 18th, 2009
This designated beneficiary agreement is operative in the absence of other estate planning documents and will be superseded and set aside to the extent it conflicts with valid instruments such as a will, power of attorney, or beneficiary designation on an insurance policy or pension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 This designated beneficiary agreement is superseded by such other documents and does not cause any changes to be made to those documents or designations.
DESIGNATED BENEFICIARY AGREEMENTDesignated Beneficiary Agreement • June 18th, 2009
This designated beneficiary agreement is operative in the absence of other estate planning documents and will be superseded and set aside to the extent it conflicts with valid instruments such as a will, power of attorney, or beneficiary designation on an insurance policy or pension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.
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.
DESIGNATED BENEFICIARY AGREEMENTDesignated Beneficiary Agreement • February 10th, 2021
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.
Designated Beneficiary Agreement Keep this for your records.Designated Beneficiary Agreement • October 28th, 2008
This Agreement creates a transfer on death (“TOD”) registration for an account upon the death of an individual account holder or of the last surviving account holder in eligible joint accounts (“Date of Death”) of a nonretirement Fidelity Account or Fidelity Funds Account (the “Account”). The disposition of assets held in
Tis revocation form must be recorded in the same county as the Designated Benefciary Agreement form it revokes.Designated Beneficiary Agreement • June 11th, 2009
Te indexing fle number of the Designated Benefciary Agreement is . I hereby revoke that Designated Benefciary Agreement, efective on the date and time that this revocation is received for recording by the
This revocation form must be recorded in the same county as the Designated Beneficiary Agreement form it revokes.Designated Beneficiary Agreement • June 11th, 2009
This revocation form is effective on the date it is received for recording by the County Clerk and Recorder. This form was received by the County Clerk and Recorder on
