This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
For account holders
Stay Smart for Generations
Make your wishes clear
Naming your beneficiaries and putting essential documents in place puts you in control and can make a difference for the people and causes you care about. View the video and follow the steps below to get started and find the information you need.
Play video
Why naming your beneficiaries is so important
Your next steps
Where do you want your money to go?
You should be the one to decide
Here’s what you can do to be prepared for the unexpected
Who gets what?
What else can I do now?
How do I talk about this?
Who gets what?
Name or update your beneficiaries
Keeping current names on file helps ensure your wishes are carried out.
Log inOpens in a new window to name or update your beneficiaries.
Get answers to common questions
Think about taxes when choosing retirement beneficiaries.
What else can I do now?
Get your papers in order
An estate plan isn’t just for the wealthy. Everybody needs one.
Watch the video on what you should know.
Get a comprehensive guideOpens pdf to estate planning.
How do I talk about this?
Talk to your family
Family meetings may help ensure your family’s financial health.
Watch the video about why to start the conversationOpens dialog.
Get helpful tips on what to ask your adult children or what to ask your parentsOpens pdf.
Watch the video to see how other families have done itOpens dialog.
Take action
Don’t go it alone
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We can answer questions and help you make informed choices.
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