Various beneficiary designations and related.

12. Various Beneficiary Designations and Various Names of my Trusts.

Any pdfs below may be password protected. Indicated by •

• Assets in the Name of my Trusts. December 9, 2023.
• Various Beneficiary Designations and related. As listed below:
12-01. Confirmation of Beneficiary Designations, TIAA-CREF March 23, 2011.
12-02. Affinion Group, February 14, 2011, Accidental Death and Dismemberment Insurance Coverage through TD Banknorth [may have been discontinued].
12-03. USAA Trust Questionnaire, 2pp.
12-04.1. Fidelity Investments, March 10, 1998, p.1.
12-04.2. Fidelity Investments, March 10, 1998, p.2.
12-04.3. Fidelity Investments, March 10, 1998, p.3.
12-04.4. Fidelity Investments, March 10, 1998, p.4.
12-04.5. Fidelity Investments, March 10, 1998, p.5.
12-04.6. Fidelity Investments, March 10, 1998, p.6.
12-05. Fidelity Mutual Fund IRA Beneficiary Designation, February 17, 1998, 1p.
12-06. Designation of Beneficiary, TIAA-CREF, March 3, 1998, 1p. plus letter; and numerous other forms from Fidelity and TIAA-CREF.

• Variations in the Name of the Robert B. Stephenson Trust.