2E Life Insurance & Annuities / TRUST-FUNDING-REVIEW

Step 2E: Life Insurance & Annuities

These assets are usually reviewed by looking at ownership and beneficiary designations, so we’ll focus on what you believe is currently in place.

You do not need to provide policy numbers, contract numbers, or values.

We only need enough information to identify the policy or contract and understand what may need to be verified.

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 life insurance or annuities? *

Yes
No
Not sure

Policy or Contract 1: Company and Type. For example, “Northwestern Mutual life insurance” or “Fidelity annuity” is enough.

What type is this?

Life insurance
Annuity
Other
Not sure

Do you know whether there is a current beneficiary designation?

Yes
No
Not sure

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

Yes
No
Not sure

Anything you’d like us to know about this policy or contract?

Do you have additional life insurance policies or annuities?

Yes
No

Additional Life Insurance & Annuities. Please list any other policies or contracts. The company and type are enough for now.

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