Wis. Admin. Code Department of Administration Adm 81.08 - Change of designated beneficiary
(1) Only an account
owner may change the designated beneficiary of an account. The designated
beneficiary may only be changed to a member of the family of that designated
beneficiary.
(2) To change a
designated beneficiary, the account owner shall submit a written request to the
program manager containing all the information set forth in the program
description and participation agreement.
(3) Upon receipt of the written request, the
program manager shall register the information regarding the newly designated
beneficiary in the records of the program. The change of the designated
beneficiary shall be effective upon registration.
Notes
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