I am updating my account beneficiaries to my Trust. When I tried doing it at Vanguard they do not allow special characters such as a comma. For example, if my Trust name is something like this "DOE FAMILY TRUST dated January 1, 2011" I am not able to put the full name with the comma after the 1. I have to put it as "DOE FAMILY TRUST dated January 1 2011" without the comma.
Is this going to be a problem later on down the line or is it acceptable?
Thank you!
Is this going to be a problem later on down the line or is it acceptable?
Thank you!
Statistics: Posted by saver1 — Mon Jul 22, 2024 6:17 pm — Replies 3 — Views 769