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Are beneficiary forms available on the BNY Mellon site?

April 26, 2017Beneficiary bny forms Mellon site

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Are beneficiary forms available on the BNY Mellon site?

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No. Beneficiary elections cannot be made for directly held stock, restricted stock or stock options. These assets are handled through individual estate planning. Beneficiary election forms are only available for SAIC retirement plans, life and AD&D (accidental death & dismemberment) insurance and deferred compensation plans.