Bene Changes
The acronym LLC stands for this
What is Living, lawful children?
The paper form we send to clients without an advisor is called this
What is the F120?
The first step to report a client as deceased
What is a Notification of Death?
The villain in this Disney movie is Cruella de Vil
What is the 101 Dalmatians?
This horror movie star is known for attacking through his victims' dreams
Who is Freddy Krueger?
The two pieces of information required to list a trust as a beneficiary
What are the trust name and date?
Advisors can use this system to process a split on a joint non-qualified brokerage account with no holds during a divorce
What is MMS (Money Movement System)?
The resource advisors can use to answer most general questions about the estate settlement process and what to expect
What is the Estate Settlement playbook?
Jack Skellington is the star of this Disney film
What is The Nightmare before Christmas?
This is the name of the summer camp where Friday the 13th takes place
What is Camp Crystal Lake?
IRA beneficiaries are updated at this level
What is the plan level?
We will always retitle on these two products
What are insurance and annuities?
The alternative to the Living, Lawful Children Beneficiary Identification form
What is an obituary?
Hakuna Matata means this
What is no worries?
This franchise uses the popular phrase "What is your favorite scary movie?"
What is Scream?
The third tier of beneficiary is called this
What is tertiary beneficiary?
This court document is what we require for TSCAs, it is optional for other qualified accounts
What is a QDRO (Qualified Domestic Relations Order)?
The timeframe in which a beneficiary has to disclaim their portion of the assets
What is nine months from the date of death?
Angelina Jolie brought this Disney villain to life
Who is Maleficent?
The name of the possessed girl in The Exorcist
Who is Regan?
Beneficiaries for 401ks are held here
What is the plan sponsor?
Annuitants cannot be changed on accounts owned by these
What are entities (trust, corporation or partnership)?
This alternative to probate is the only alternative with a 1% or $75 fee, whichever is greater
What is bond-in-lieu of probate?
Mulan picks this name for herself when pretending to be a soldier
Who is Ping?
This horror movie used a William Shatner mask
What is Halloween?