Secure Client Portal

Beneficiary Review Request

Request a review of your current beneficiary designations to ensure alignment with your estate and financial plan.

First Name*

Last Name*

Email*

Phone

Which accounts would you like reviewed?

When was your last beneficiary review?

Approximate date is fine

Have there been any recent life changes?

Marriage, divorce, death of a beneficiary, new children or grandchildren, etc.

Specific concerns or instructions

Electronic Signature (full legal name)*

I authorize Greystone Wealth Management to review my beneficiary designations and contact me with recommendations.