Retirement Documents8 min read
Changing Beneficiaries on a 401(k), IRA, or Pension
How to change beneficiaries on a 401(k), IRA, or pension — which forms require notarization, when spousal consent applies, and how to do it online.
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#IRA
3 articles tagged "IRA".
Retirement Documents8 min read
Power of Attorney for Retirement Accounts: What Custodians Accept
Generic state POAs get rejected by IRA custodians every day. Here's what Fidelity, Vanguard, and Schwab actually accept — and why notarization is non-negotiable.
Retirement Documents9 min read
Rollover Authorization Forms: When Notarization Is Required
When rollover authorization forms need a notary, how direct and indirect rollovers differ, and how to get Fidelity, Vanguard, Schwab, or Empower paperwork sealed online.