From Our Newsletters: Naming Your Beneficiaries
Protect Your Legacy
Designating your beneficiaries helps you protect your financial legacy. TIAA.org reminds us, “Naming your beneficiaries and putting essential documents in place puts you in control and can make a difference for the people and causes you care about.” To learn more, visit TIAA’s Stay Smart for Generations webpage.
By designating your beneficiaries for all your financial accounts, you can avoid burdensome added costs and probate court. Follow these simple instructions to take a look at your beneficiary information in your new Penn TIAA retirement plan account and your Penn life insurance and AD&D records in Workday.
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