Beneficiary Worksheet
Beneficiaries of Specific Gifts
Beneficiary 
already 
named
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
[   ]		Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
Debts Forgiven
Amount Forgiven: _______________________________
Debtor: _______________________________
Date of loan: _______________________________
Amount Forgiven: _______________________________
Debtor: _______________________________
Date of loan: _______________________________
Amount Forgiven: _______________________________
Debtor: _______________________________
Date of loan: _______________________________
Residuary Beneficiary or Beneficiaries
Residuary beneficiary(ies) and percentage each one receives:
_________________________________________________	___%
_________________________________________________	___%
_________________________________________________	___%
Alternate Residuary Beneficiary or Beneficiaries
Alternate residuary beneficiary(ies) and percentage each one receives:
_________________________________________________	___%
_________________________________________________	___%
_________________________________________________	___%