Beneficiary Toolkit

At the Cornerstone Fund, we understand that contemplating end-of-life decisions can be daunting and emotionally taxing. In our ongoing effort to assist you in navigating these sensitive matters with clarity and confidence, this is a resource designed to bring you peace of mind: the Beneficiary Designation Letter.

This letter serves as a tangible expression of your wishes regarding the distribution of your assets held with us. It’s a simple yet powerful document that you can provide to your designated beneficiary, ensuring that your intentions are clearly communicated and honored when the time comes.

Below you will also find the Beneficiary Designation Form, which allows you to update or confirm your beneficiary designation with us. We encourage you to take a moment to review your current designation and ensure it accurately reflects your wishes.

If you have any questions, please contact us.