Protect my loved ones
Looking out for those you love is a top priority. Taking these steps will protect them in the future and give you peace of mind.
Keep your beneficiary information up to date.
Many benefits — life insurance, HSA, 401(k) plans — require you to designate a beneficiary, that is, the person(s) who would receive your benefits if you die. Keep this information up to date, or your money may not be distributed in the way you’d like.
It’s a good idea to review them from time to time, for example, when you:
- Experience a life event such as marriage, birth, divorce or death of a dependent
- Complete your benefits open enrollment
- Update your will or estate plan
- Roll over a 401(k), IRA or other account
Create a will.
Having an up-to-date, legal will is too important to put off. Remember, this document is a way to help ensure your finances and property are handled the way you want after your death. Jabil offers free legal referrals though the LifeWorks Employee Assistance Program (EAP).