Allocate an asset to a single beneficiary other than the Surviving Spouse or Trust beneficiary receiving QTIP property
- Select theBeneficiaryfolder, then select theNamestab.
- Enter the beneficiary information under Identify Spouse, Beneficiary, Executor, Representative.
- In theAssetfolder, under General Information, choose a beneficiaries’ name who is not the surviving spouse or a trust beneficiary receiving QTIP property from the dropdown menu in theBeneficiary / ratiofield.
