designated beneficiary

См. также в других словарях:

• Designated Beneficiary — The person who determines how long the retirement plan will survive as a tax deferred vehicle under the laws governing certain retirement plans. The designated beneficiary must be a person, or in certain situations, a trust for designated… …   Investment dictionary

• beneficiary — Term used to refer to the person who receives the benefits of a trust or the recipient of the proceeds of a life insurance policy. Bloomberg Financial Dictionary * * * beneficiary ben‧e‧fi‧cia‧ry [ˌbenˈfɪʆəri ǁ ˈfɪʆieri] noun beneficiaries… …   Financial and business terms

• beneficiary — /ben euh fish ee er ee, fish euh ree/, n., pl. beneficiaries. 1. a person or group that receives benefits, profits, or advantages. 2. a person designated as the recipient of funds or other property under a will, trust, insurance policy, etc. 3.… …   Universalium

• beneficiary — noun (plural ries) Date: 1662 1. one that benefits from something 2. a. the person designated to receive the income of a trust estate b. the person named (as in an insurance policy) to receive proceeds or benefits • beneficiary adjective …   New Collegiate Dictionary

• beneficiary — ben•e•fi•ci•ar•y [[t]ˌbɛn əˈfɪʃ iˌɛr i, ˈfɪʃ ə ri[/t]] n. pl. ar•ies. 1) bus a person or group that receives benefits, profits, or advantages 2) bus a person designated as the recipient of funds or other property under a will, trust, or the like… …   From formal English to slang

• beneficiary — /bɛnəˈfɪʃəri / (say benuh fishuhree) noun (plural beneficiaries) 1. someone who receives benefits, profits, or advantages. 2. Law a person designated as the recipient of funds or other property under a trust, will, insurance policy, etc. 3.… …  

• residuary beneficiary — A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the… …   Law dictionary

• Named Beneficiary — This term refers to any beneficiary named in a will, a trust, an insurance policy, pension plan accounts, IRAs, or any other instrument, to whom benefits are paid. Named beneficiaries are the beneficial owners of the property and will share in… …   Investment dictionary

• final beneficiary — The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary …   Law dictionary

• Voluntary Employee Beneficiary Association — IRS DefinitionA voluntary employees beneficiary association (VEBA) under Internal Revenue Code section 501(c)(9) is an organization organized to pay life, sick, accident, and similar benefits to members or their dependents, or designated… …   Wikipedia

• Spousal Beneficiary Rollover — A transfer of retirement fund assets to the spouse of the deceased. The transfer is generally done in one of two ways. The first way is for the retirement account to remain intact and simply be renamed to reflect the new owner. The second way is… …   Investment dictionary