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| Asset Transfers |
| The following are general guidelines to follow when titling assets in the name of your trust. Only utilize these guidelines if your Will & Trust Center attorney has advised you that they pertain to your specific case. See your Billfold Card for the specific name of your trust. Life Insurance • You will need a Change of Beneficiary Form from your life insurance company. • Owner - Remains the same • Beneficiary - Owner’s Trust Real Estate (Residence, Second Homes, Rental Properties, Farmland, etc.) • You will need the deeds to your properties to change ownership. Our office can assist you with this process. • Owner - Owner’s Trust Stocks, Bonds, Mutual Funds • You will need Change of Ownership Forms from your brokerage firm. • Owner - Owner’s Trust Non-Publicly Traded Corporate Stock • You will need your original stock certificates to make this change. • Owner-Owner’s Trust Retirement Plans (IRAs, 401ks, SEPs, SIMPLEs, Pension, etc.) • You will need Change of Beneficiary Forms from your employer and/or from the brokerage firm that has custody of your retirement assets. • Owner - Remains the same • Beneficiary - Spouse, if married • Secondary Beneficiary - Owner’s Trust. CAUTION! Retirement Plan designations vary depending on your desired plan of distribution and tax planning considerations. Consult with your Will & Trust Center attorney before using these guidelines. |
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