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The process for this has changed! Associates now make this change in the new KW Profile, in Command. You can reference their beneficiary in the Command MC Associates Applet, and some roles even have the ability to make changes here on behalf of the associate. |
In the event of the associate's passing, follow the Deceased Associates (U.S. and Canada) process and email the required information to legal@kw.com. No changes will be made by the MCA in Command MC or WinMORE, until Legal has reviewed the testamentary documents and approved the beneficiary. Finance will call the MC with the approved beneficiary and give instruction as to what fields need to be updated.
Please review section 4.9.4.29.3 Vesting #4 in the KW Policies & Guidelines Manual. The P&G Manual outlines the information the Market Center needs to provide to legal@kw.com in the event of a death.
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