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I was looking up my 401K and could not find any reference to…

Customer Question
I was looking up...

I was looking up my 401K and could not find any reference to my designated beneficiaries.

Accountant's Assistant: Estate laws vary by state. What state are you in?

california

Accountant's Assistant: What documents or supporting evidence do you have?

Just the statements with bofa of my 401K

Accountant's Assistant: Anything else you want the lawyer to know before I connect you?

Shouldn't they show up on the statement?

Submitted: 7 months ago.Category: Tax
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12/6/2017
Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 7 months ago
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional
Category: Tax
Satisfied Customers: 2,609
Experience: IRS Licensed Enrolled Agent, CDFA ® CFP ®, MBA
Verified

Welcome to JustAnswer!

My name is ***** ***** I will be able to assist you today.

Generally the statement won't contain your beneficiaries.

However, you should ensure you beneficiaries are properly designated. You may call the 401K service provider to confirm you beneficiaries.

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 7 months ago

The 401K provider may have specific forms that you need to complete to add or change beneficiary designation

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 7 months ago

If you have any additional questions please let me know.

If you have no further questions please take a moment to accept and rate my answer by clicking on three stars or higher.

A positive rating of five stars is always appreciated.

Thank you!

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 7 months ago

Hello,

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Regards,

Chad CFP ® professional

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