Healthcare & Insurance

Beneficiary

The person, trust, or organization that receives the life insurance payout.

Also known as: life insurance beneficiary, designated beneficiary

What You Need to Know

Beneficiaries are the people or entities you designate to receive the death benefit. You can list primary and contingent beneficiaries and assign percentages to each.

Review beneficiary designations after major life events (marriage, divorce, birth) and consider trusts if children are minors.

Sources & References

This information is sourced from authoritative government and academic institutions:

  • naic.org

    https://www.naic.org/documents/consumer_guide_life_insurance.pdf

Life Insurance Beneficiary: Who Gets Your Money?