November 7, 2017 – Beneficiary Designation forms are now available

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Investors can now designate a beneficiary for their Plan Securities. By designating a beneficiary, an investor can determine who will receive the investor’s Securities when he or she dies. The Securities will pass to the beneficiary upon the investor’s death without having to go through the probate process speeding up the re-registration of the Securities and avoiding additional costs. The necessary forms and instructions for their use can be found in Forms under the Resources tab. In addition, there are new FAQs for the Beneficiary Designation Forms.