Asset Transfers

The following are general guidelines to follow when titling assets in the name of your trust. Only utilize these guidelines if your Creative Planning Legal attorney has advised you that they pertain to your specific case.

See your Billfold Card for the specific name of your trust.

Life Insurance

• You will need a Change of Beneficiary Form from your life insurance company.
• Owner – Remains the same
• Beneficiary – Owner’s Trust

 
Real Estate (Residence, Second Homes, Rental Properties, Farmland, etc.)

• You will need the deeds to your properties to change ownership. Our office can assist you with this process.
• Owner – Owner’s Trust

 
Stocks, Bonds, Mutual Funds

• You will need Change of Ownership Forms from your brokerage firm.
• Owner – Owner’s Trust

 
Non-Publicly Traded Corporate Stock

• You will need your original stock certificates to make this change.
• Owner – Owner’s Trust

 
Retirement Plans (IRAs, 401ks, SEPs, SIMPLEs, Pension, etc.)

• You will need Change of Beneficiary Forms from your employer and/or from the brokerage firm that has custody of your retirement assets.
• Owner – Remains the same
• Beneficiary – Spouse, if married
• Secondary Beneficiary – Owner’s Trust. CAUTION! Retirement Plan designations vary depending on your desired plan of distribution and tax planning considerations. Consult with your Creative Planning Legal attorney before using these guidelines.

 
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