2D Retirement / TRUST-FUNDING-REVIEW | Claim My Legacy Estate Planning

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2D Retirement

STEP 2D: RETIREMENT

Now let’s look at your retirement accounts.

Retirement accounts are handled differently from many other assets, so we’ll focus on the information that matters for your Trust Funding Review.

You do not need to provide account numbers or balances.

We only need enough information to identify the account and understand what you believe is currently in place.

Not sure who is listed as a beneficiary? That’s okay. “Not sure” is a perfectly acceptable answer.

You don't need to know every answer. We'll work through this together.

Do you currently have any retirement accounts? *

Yes
No
Not sure

Retirement Account 1: Financial Institution or Employer and Type of Account For example, “Fidelity IRA,” “Vanguard Roth IRA,” or “Employer 401(k)” is enough.

What type of retirement account is this?

Traditional IRA
Roth IRA
401(k)
403(b)
457 plan
SEP IRA or SIMPLE IRA
Pension or other employer retirement plan
Other
Not sure

Do you know whether you currently have a beneficiary designation on this account?

Yes
No
Not sure

Who do you believe is currently named as the primary beneficiary?

Spouse
Child or children
Other individual or individuals
My trust
Charity or other organization
Other
Not sure

Do you know whether you have a contingent or backup beneficiary named?

Yes
No
Not sure

Anything you’d like us to know about this retirement account?

Additional Retirement Accounts: Please list any other IRAs, Roth IRAs, 401(k)s, 403(b)s, pensions, or other retirement accounts. The financial institution or employer and type of account are enough for now.

Leave this field empty

After saving your information, return to this page and continue to Step 2E.

CONTINUE TO STEP 2E: LIFE INSURANCE & ANNUITIES