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    • Kathleen Reynolds
      Post count: 428

      You may specify up to five beneficiaries on the Benef. Info. Screen. If you do so, a tab on the main input screen will indicate that a Beneficiaries report is available. The report shows the distribution that each beneficiary receives after the owner’s death. If you have specified names in the Beneficiaries at Spouse’s Death window, they will appear here, with the year, total balance and life expectancy of each.

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