Related Definitions
What is a Designated Beneficiary?
A person or entity specifically named in a will, trust, or retirement plan to receive assets.
An individual or entity named to receive benefits from a financial account, trust, or estate upon the account holder’s death. Designated beneficiaries can include a wide range of individuals, such as family members, friends, charities, or trusts. The designation allows assets to bypass probate, ensuring a direct transfer to the beneficiary, and can be a crucial aspect of estate planning to streamline the distribution process.
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