As a relatively new club treasurer I was wondering if any
could give me a sample form that could be used for club
members to designate a beneficiary or at least advise as to
what should be included. Does the NAIC offer and sample
forms? Is this the recommended way to go?

Thank you,

Jay Visconti
LA MIGRA Investment Club

Jay Visconti wrote:
> As a relatively new club treasurer I was wondering if any
> could give me a sample form that could be used for club
> members to designate a beneficiary or at least advise as to
> what should be included.

Please check out our Trez Talk column on beneficiaries:

http://www.bivio.com/trez_talk/mail-msg?t=4060200003

Rob