ANSWERS: 2
  • If you mean can you assign your daughter as beneficiary of the account instead of your spouse if he or she agrees to sign the waiver allowing someone else to be the beneficiary then yes.
  • That's my understanding as well. Banks, insurances, and Investment accounts require beneficiaries be names on accounts and payout based on these named beneficiaries. Quite a few people forget to update their beneficiaries for life changing events. @notquitered, the waiver is signed as part of the divorce?

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