OAR 173-007-0005
Change of Designated Beneficiary

For all Network Plans, an account owner (other than an account owner who is a custodian under UGMA/UTMA) may change the designated beneficiary of the account as permitted under the Code and OAR chapter 173. A change of designated beneficiary shall not be effective until the appropriate plan receives a written request containing the information required by the appropriate plan and such change is registered in the records of the appropriate plan.

Source: Rule 173-007-0005 — Change of Designated Beneficiary, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=173-007-0005.

Last Updated

Jun. 8, 2021

Rule 173-007-0005’s source at or​.us