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When you enroll in a 401(k) plan, you'll need to identify a beneficiary in the event of your death. Here is a list of beneficiaries you might choose in the event of your death:
IMPORTANT NOTE: To name a beneficiary other than your spouse, you and your spouse will have to complete a beneficiary designation form. Your spouse's signature consenting to this must be notarized.
IMPORTANT NOTE: If your spouse is not a U.S. citizen, certain restrictions may apply.
IMPORTANT NOTE: It is recommended that you review your beneficiary selections periodically. Revisit your beneficiary selection when there is a change in your family status.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. United Wealth Management is a trade name of United Bank. Infinex and United Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.