Results for Retirement Planning

Review and update your legal documents

The following types of important legal documents are good to have updated before you retire:

  • Powers of attorney: There are different types of powers of attorney, such as a power of attorney over health care and a power of attorney over property or finances. In these legal documents, you designate someone to make decisions for you in the event you’re unable to do so.
  • Living will: This legal document outlines the types of medical treatment and life-sustaining measures you want or don’t want.
  • Will: In this legal document, you designate someone to manage your estate and provide for the transfer of property at death.
  • Beneficiary designations: With these forms, you identify who you want to receive any benefits that may be payable to a beneficiary following your death, such as any remaining balance in your Retirement Savings Plan account (on Fidelity’s website) and any life insurance benefits (on Your Benefits Resources™). To review your life insurance beneficiary designations, go to the Your Benefits Resources™ home page from EmployeeConnect, or call the RASC.

Place your legal documents and other important information in a safe location and let family members know where to find them. It’s also a good idea to provide the RASC with copies of your financial-related powers of attorney. Call the RASC for details on how to submit this information.

Turn to Your Rockwell Automation Resources for Help

The Employee Assistance Program (EAP) and MetLife Legal Plans (if you participate in this benefit) can help you identify the types of legal documents that may be useful for you to have. You also may want to consult with a trusted attorney.