Day 11

Day 11: Change Beneficiaries on Retirement Accounts

Here are the steps:
1. Make a list of all your accounts.
2. Contact the plan administrator for each account and ask them to send you whatever paperwork you need to change the beneficiary in the event of a divorce.
3. Get certified copies of your divorce decree, enough to send one to each institution that requires it.
4. Fill out the paperwork and send it in.
5. Calendar yourself to follow up in about six weeks to verify your beneficiary designation has been updated.

There is a lot more information and detail in the book. If you need more help, and the motivation and a system to get everything on the list done, then you should definitely consider buying the book.