The death will be noted on the tax return ... to direct the agency to send any refund owed to the appropriate beneficiary. Form 1310 is a fairly straightforward one-page document.

A beneficiary designation form is a legal document and will be used by the insurer to determine who will receive the death benefit if you pass away during the period of coverage (as well as how much ...

An irrevocable beneficiary has a guaranteed right to receive the death benefit from your life ... spouse also signs the change of beneficiary form. If you have an irrevocable beneficiary, the ...

Baby boomer homeowners hold trillions in home equity. Three-quarters of them are planning to leave their current home or the ...

The primary beneficiary is the first in line to receive your death benefit ... When I got married, I filled out a form on my company's intranet to update the beneficiary from my sister to my ...

Several of your Purdue benefits provide for beneficiaries in the event of your death so updated information ... click the "Add Beneficiary" link across from Beneficiaries. Paper: Designation of ...

This enables the beneficiary to receive those stocks ... which generally involves sending a copy of the previous holder's death certificate and a form of proper identification to a transfer ...

In addition, the survivor will need to fill out IRS Form 8889 each ... not name a spouse as the beneficiary, the account will no longer be treated as an HSA upon your death. Mantell’s comments ...

The form, titled “Transfer on Death Beneficiary Designation,” requires the beneficiary’s full legal name, social security number, birthdate, as well as the VIN number, make, model ...