Colorado Designated Beneficiary Agreement Form

2. Instructions to each Party on how to grant or withhold a right or protection by initialization and the words « Part A » and « Part B » shall appear at the top of each page of the legal form above the columns for the initials of the designated beneficiaries. A – In addition to certain basics (such as the name and contact details of each designated beneficiary), these agreements should generally cover the following issues: this agreement on the designated beneficiary is effective in the absence of other estate planning documents and will be replaced and repealed to the extent that it conflicts with valid instruments such as a will. Power of attorney or beneficiary designation on an insurance policy or retirement plan.  This agreement on the designated beneficiary shall be replaced by other documents and shall not entail any change in those documents or names.