Re: Fidelity - beneficiaries

[http://dummy.us.eu.org/robert (Robert)]

 > From: AltyKosherbek.team <http://www.fmr.com/~AltyKosherbek.team>
 > Date: Fri, 16 Oct 2026 21:40:51 +0000
 >
 > Hi Robert!
 > 
 > 401k only allows spouses to be assigned as primary, otherwise they usually
 > request to have notarized spousal consent. What are you seeing on your
 > end?

The beneficiary is "ROBERT AND NOELLE LIVING TRUST".
It sounds like I'll need to change this to just "Noelle".

I'll do that.

 > ________________________________
 > From: http://dummy.us.eu.org/fidelity.robert <http://dummy.us.eu.org/fidelity.robert>
 > Sent: Thursday, October 15, 2026 7:52 PM
 > To: AltyKosherbek.team <http://www.fmr.com/~AltyKosherbek.team>
 > 
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 > 
 > I see that there is a drop-down for "trust" associated with the name for
 > the Fidelity accounts.
 > 
 > There is no such drop-down for the 401K accounts, and those already have
 > the word "trust" in the beneficiary name.
 > 
 > I think the existing beneficiary names are fine and no change is needed.
 > 
 > Thanks.
 > 
 >  > From: AltyKosherbek.team <http://www.fmr.com/~AltyKosherbek.team>
 >  > Date: Fri, 16 Oct 2026 00:07:49 +0000
 >  >
 >  > Hi Robert!
 >  >
 >  > Yes, please abbreviate the middle names to fit "Trust" in the beneficiaries.
 >  >
 >  > I can have Tran call tomorrow to help?
 >  >
 >  >  --
 >  >
 >  > I don't think my beneficiaries are correct for my most of my accounts.  My
 >  > workplace 401K beneficiary seems correct with "ROBERT AND
 >  > NOELLE LIVING TRUST", but the other ones are just say "ROBERT
 >  > S. AND NOELLE".
 >  >
 >  > Shouldn't they all say "ROBERT AND NOELLE LIVING
 >  > TRUST"?