Follow the steps to complete the worksheet effectively.

1. Click ‘Get Form’ button to obtain the worksheet and open it in your online form editor.
2. Begin by entering the client name in the designated field at the top of the form. This identifies the person whose accounts and beneficiaries you are reviewing.
3. Proceed to the account section. Here, indicate the type of account being audited, such as IRA, 401(k), or pension. Include the account title for clarity.
4. Fill in the beneficiary details for each account. Start with the primary beneficiary's name, ensuring it matches legal documents.
5. Document the asset value associated with each account to provide a full financial picture. Be precise and accurate with these figures.
6. Indicate the institution where the account is held, such as a bank or investment firm, in the provided field.
7. Mark the protection status of the account, if applicable. This can include designations like Roth or Keogh.
8. For additional beneficiaries, utilize the lower portion of the form to capture their specific details, including their relationship to the client, date of birth, occupation, social security number, and contact information.
9. Once all information is entered, review the completed form for accuracy. Make any necessary edits to ensure all data reflects the client's intentions.
10. Finally, save your changes, and choose to download, print, or share the completed worksheet as needed.

Complete your documents online with confidence.