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assigning the trust as the beneficiary to your work's 401K
- To: noelle
- Subject: assigning the trust as the beneficiary to your work's 401K
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Sat, 30 Jun 2018 07:22:22 -0700
- Keywords: my-Oakland-voicemail-number
Did you change the beneficiary on your work's 401K?
> From: http://dummy.us.eu.org/robert (Robert)
> Date: Sat, 02 Jun 2018 08:41:42 -0700
> Subject: Re: adding trust to existing credit union accounts
>
> I just looked it up. Apparently, the beneficiaries for my 401k's were not
> updated, as I had thought.
>
> I suspect that I'll need to have those changes notarized as well. May as
> well do it all in one, big batch.