What Beneficiary Form!?

Описание: John Mason, CFP®, discusses the need for Federal employees to pay special attention to beneficiary forms that may have been completed decades ago. Further, simply having estate documents created may not be enough.

ℹ️ About the Episode:
• Estate planning doesn't stop at the completion of documents.
• Titling/beneficiary changes are often recommended in the documents.
• These changes are NOT made by your estate attorney. You must act!
• Federal employees must consider all of their designated beneficiaries.
• Always check your FEGLI, FERS and unpaid compensation beneficiaries.
• Links to these forms and our TSP video are below.

✅ FEGLI Beneficiary Form (SF 2823)
• https://www.opm.gov/forms/pdf_fill/sf...

✅ FERS Beneficiary Form (SF 3102)
• https://www.opm.gov/forms/pdf_fill/sf...

✅ Unpaid Compensation Beneficiary Form (SF 1152)
• https://www.opm.gov/forms/pdf_fill/sf...

🔔 Estate Planning for Your TSP
•    • Thrift Savings Plan - Estate Planning for ...  

🎙️New Client Process and Experience
• https://www.masonllc.net/blog.htm?ID=...

🤝Request an Introductory Phone Call
• https://www.masonllc.net/Start-Your-F...

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