ESOP Beneficiary

Is your ESOP money being left to the right person/people? Keep your beneficiary information up-to date; beneficiaries named in your retirement account typically supersede those in your Will—so make sure they are updated and reviewed annually.

To update, change, or confirm your beneficiary for your ESOP account you will need to fill out this form and email or hand deliver to Karen at k.vansickle@ag-iowa.com.

Thank you!

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