A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
State Law
Arizona
includes , in the case of a decedent’s estate, an heir, legatee and devisee and, in the case of a trust, an income beneficiary and a remainder beneficiary Arizona Laws 14-7401
means a person to whom sums on deposit in an account are payable on request after the death of all parties or for whom a party is named as a trustee Arizona Laws 14-6201
means a person who either:

(a) Has a present or future beneficial interest in a trust, vested or contingent Arizona Laws 14-10103
means a person whose future funeral arrangements will be handled by a funeral establishment pursuant to a prearranged funeral agreement Arizona Laws 32-1301
means an individual for whom property has been transferred to, or held under a declaration of trust by, a custodial trustee for the individual’s use and benefit under this chapter Arizona Laws 14-9101
means an individual who is being paid or who has entitlement to the future payment of a pension on account of a reason other than the individual’s membership in the retirement plan Arizona Laws 38-881
means the person named or otherwise designated in a trust deed as the person for whose benefit a trust deed is given, or the person’s successor in interest Arizona Laws 33-801
California
means a person to whom a donative transfer of property is made or that person’s successor in interest, and:

California Probate Code 24
means any person who has received benefits or will be provided benefits under this chapter because of an injury for which another person or party may be liable California Welfare and Institutions Code 14124.70
Connecticut
means a person that (A) has a present or future beneficial interest in a trust, vested or contingent Connecticut General Statutes 45a-499c
Delaware
has the meaning ascribed to it by common law, including, without limitation, any heir, devisee or legatee of an estate or beneficiary of a trust Delaware Code Title 30 Sec. 1601
Florida
means a natural person expressly identified in a preneed contract as the person for whom funeral merchandise or services are intended Florida Statutes 497.005
means any person in receipt of a retirement allowance or other benefit as provided by this chapter Florida Statutes 238.01
means the joint annuitant or any other person, organization, estate, or trust fund designated by the member to receive a retirement benefit, if any, which may be payable upon the member’s death Florida Statutes 121.021
means , in the case of a decedent’s estate, an heir or devisee and, in the case of a trust, an income beneficiary or a remainder beneficiary Florida Statutes 738.102
Hawaii
includes , in the case of a decedent’s estate, an heir and devisee and, in the case of a trust, an income beneficiary and a remainder beneficiary Hawaii Revised Statutes 557A-102
means a person that receives property under a transfer on death deed Hawaii Revised Statutes 527-2
means a person who is a member, subscriber, enrollee, or dependent of a member, subscriber, or enrollee of or otherwise covered under a prescription drug benefit plan Hawaii Revised Statutes 431R-1
means a person who under the terms of a letter of credit is entitled to have its complying presentation honored Hawaii Revised Statutes 490:5-102
means a person who:

(1) Has a present or future beneficial interest in a trust, vested or contingent; or
(2) In a capacity other than that of trustee, holds a power of appointment over trust property Hawaii Revised Statutes 554D-103
means an individual for whom property has been delivered to a custodial trustee for the individual’s use and benefit under this chapter Hawaii Revised Statutes 554B-1
means any person eligible to receive benefits of homesteading and related programs from the Hawaiian home lands trust Hawaii Revised Statutes 674-2
Idaho
means a person named in a trust account as one for whom a party to the account is named as trustee;
Idaho Code 15-6-101
means a policyholder, subscriber, member, employer or other person who is eligible for benefits under a contract providing hospital, surgical, or medical expense coverage or a managed care organization policy or agreement under which a third party payer agrees to reimburse for covered health care services rendered to beneficiaries in accordance with the benefits contract Idaho Code 41-5601
means an individual for whom property has been transferred to or held under a declaration of trust by a custodial trustee for the individual’s use and benefit under this chapter Idaho Code 68-1301
means any individual entitled, under the joint public agency self-funded plan, to payment by the trust fund of any part of all of the cost of any health care service rendered to him Idaho Code 41-4102
means both the record owner of the beneficiary’s interest under a trust deed, including successors in interest Idaho Code 45-1201
means the person who is nominated by the written designation of a member, duly executed and filed with the board, to receive the death benefit Idaho Code 59-1302
Illinois
means a person eligible for or receiving benefits from a pension fund as provided in the Article of this Code under which the fund is established Illinois Compiled Statutes 40 ILCS 5/1A-102
means an individual entitled to reimbursement for expenses of or the discount of provider fees for health care services under a program where the beneficiary has an incentive to utilize the services of a provider which has entered into an agreement or arrangement with an administrator Illinois Compiled Statutes 215 ILCS 5/370g
Indiana
has the meaning set forth in IC 30-2-14-2 Indiana Code 30-4-1-2
includes , in the case of:

Indiana Code 30-2-14-2
means a person named in a trust account as one for whom a party to the account is named as trustee Indiana Code 32-17-11-2
means a person that:

Indiana Code 30-4-10-5
means an individual for whom property:

Indiana Code 30-2-8.6-6
Iowa
includes , in the case of a decedent’s estate, an heir, legatee, and devisee, and, in the case of a trust, an income beneficiary and a remainder beneficiary Iowa Code 637.102
means the individual designated by a participation agreement to benefit from advance payments of qualified education expenses on behalf of the beneficiary Iowa Code 12D.1
means the person or persons who are entitled to receive any benefits payable under this chapter at the death of a member, if the person or persons have been designated on a form provided by the system and filed with the system Iowa Code 97B.1A
shall mean any person receiving a retirement allowance or other benefit as provided by this chapter Iowa Code 411.1
shall mean any person receiving a retirement allowance or other benefit as provided by this chapter Iowa Code 97A.1
Kentucky
means a person that:
(a) Has a present or future beneficial interest in a trust, vested or contingent Kentucky Statutes 386B.1-010
means any person who is entitled to income benefits or medical and
related benefits under this chapter Kentucky Statutes 342.0011
means , in this order, widow, child or children (sharing equally), mother, father, and no other Kentucky Statutes 40.010
Louisiana
means a person designated in an education savings account owner’s agreement, or by the authority when authorized by an account owner meeting the classification requirements of La Louisiana Revised Statutes 17:3092
means a person designated in an education savings account owner’s agreement, or by the authority when authorized by an account owner meeting the classification requirements of La Louisiana Revised Statutes 17:3100.2
means a person who resides or is employed in this state and is covered or is eligible to be covered by a health plan Louisiana Revised Statutes 40:2863
means a person who under the terms of a letter of credit is entitled to have its complying presentation honored Louisiana Revised Statutes 10:5-102
means an individual for whom property has been transferred to or held under a declaration of trust by a custodial trustee for the individual’s use and benefit under this Chapter Louisiana Revised Statutes 9:2260.1
means any person designated by the member or legally entitled to receive a retirement allowance, an annuity, or other benefit Louisiana Revised Statutes 11:403
means any person designated to receive a pension, an annuity, a retirement allowance, or other benefit as provided by this Subpart Louisiana Revised Statutes 11:3682
means any person in receipt of a pension, an annuity, a retirement allowance or other benefit provided by this Chapter Louisiana Revised Statutes 11:1002
means any person in receipt of a pension, an annuity, a retirement allowance or other benefits provided for in this Part Louisiana Revised Statutes 11:951.1
means any person in receipt of a retirement allowance or other benefit provided for in this part Louisiana Revised Statutes 11:952.1
means the eligible recipient of a pension, annuity, retirement allowance, or other benefit provided in this Chapter Louisiana Revised Statutes 11:701
means the person designated in writing by a member to receive any benefits to which he may be entitled under this Chapter Louisiana Revised Statutes 11:1732, Louisiana Revised Statutes 11:1902
shall mean any natural or juridical person or estate administrator designated to receive a pension, an annuity, a retirement allowance, or other benefit as provided by this Chapter Louisiana Revised Statutes 11:2252
shall mean any person designated by a member or retiree to receive an annuity, survivor benefit, or other benefit as provided by this Chapter Louisiana Revised Statutes 11:2213
shall mean any person designated to receive a pension, an annuity, a retirement allowance or other benefit as provided by this Chapter Louisiana Revised Statutes 11:1581, Louisiana Revised Statutes 11:2031
shall mean any person designated to receive a retirement allowance, an annuity or other benefit as provided by this Part Louisiana Revised Statutes 11:3002
Maine
includes , in the case of a decedent’s estate, an heir and devisee and, in the case of a trust, an income beneficiary and a remainder beneficiary Maine Revised Statutes Title 18-C Sec. 7-402
means a person named as one to whom sums on deposit in an account are payable on request after death of all parties or for whom a party is named as trustee Maine Revised Statutes Title 18-C Sec. 6-201
means a person or persons designated by a member to receive a benefit under this Part or a person otherwise entitled to receive a benefit under this Part Maine Revised Statutes Title 5 Sec. 17001
means a person that receives property under a transfer on death deed Maine Revised Statutes Title 18-C Sec. 6-402
means a person who under the terms of a letter of credit is entitled to have its complying presentation honored Maine Revised Statutes Title 11 Sec. 5-1102
means any person designated by a participation agreement to benefit from payments for higher education expenses Maine Revised Statutes Title 20-A Sec. 11471
means any person who receives or is designated to receive a benefit provided by this chapter Maine Revised Statutes Title 3 Sec. 701, Maine Revised Statutes Title 4 Sec. 1201
Michigan
includes , but is not limited to, the following:
  (i) In relation to a trust, a person that is a trust beneficiary as defined in section 7103 Michigan Laws 700.1103
means a person who does not have an ownership interest in a beneficiary account but is the person designated to receive the funds in the beneficiary account upon the death of the owner of the account Michigan Laws 490.81
means a person who under the terms of a letter of credit is entitled to have its complying presentation honored Michigan Laws 440.5102
means any person named a beneficial owner when an account provides that it is payable to a trustee for the beneficial owner Michigan Laws 490.51
means in relation to a deceased veteran the surviving husband or wife, child or children, or the dependent surviving mother or father, in the order named which determination may be made by the probate court of the county of residence of the veteran at the time of death Michigan Laws 35.1001
means the person to be paid by the beneficiary’s bank Michigan Laws 440.4603
means , in relation to a deceased veteran, the surviving husband or wife, child or children, or the surviving mother, father, person standing in loco parentis, brothers and sisters, in the order named, which determination may be made by the probate court of the county of residence of the veteran at the time of death on petition of the adjutant general Michigan Laws 35.972
means , in relation to a deceased veteran, the surviving husband or wife, the child or children, or the surviving dependent mother, dependent father, dependent person standing in loco parentis, or dependent brothers and sisters, in the order named, which determination may be made by the probate court of the county of residence of the veteran at the time of death on petition of the adjutant general Michigan Laws 35.922
means , in the case of a decedent’s estate, an heir, legatee, or devisee and, in the case of a trust, an income beneficiary or remainder beneficiary Michigan Laws 555.502
Missouri
any persons or entities entitled to or nominated by a member or retiree who may be legally entitled to receive benefits pursuant to this chapter Missouri Laws 104.010
Montana
has the meaning given the term by 29 U Montana Code 33-22-140
means a person entitled to insurance benefits Montana Code 71-3-1113
means a person that receives property under a transfer on death deed Montana Code 72-6-402
means a person who:

(a)has a present or future beneficial interest in a trust, vested or contingent; or

(b)in a capacity other than that of trustee, holds a power of appointment over trust property Montana Code 72-38-103
means the person named or otherwise designated in a trust indenture as the person for whose benefit a trust indenture is given or the person’s successor in interest, who may not be the trustee Montana Code 71-1-303
Nevada
means the beneficiary of the deed of trust or the successor in interest of the beneficiary or any person designated or authorized to act on behalf of the beneficiary or its successor in interest Nevada Revised Statutes 107.015
New Hampshire
means any person receiving a retirement allowance or other benefit as provided in this chapter New Hampshire Revised Statutes 100-C:1
shall mean any person receiving a retirement allowance or other benefit as provided herein New Hampshire Revised Statutes 100-A:1
New Jersey
means a person who under the terms of a letter of credit is entitled to have its complying presentation honored New Jersey Statutes 12A:5-102
means an individual or corporation for whose benefit a fiduciary acts or is authorized to act New Jersey Statutes 3B:20-1
New York
means a person designated by a member or retiree of a public retirement system of the state to receive retirement or death benefits following the death of the member or retiree N.Y. Public Officers Law 86
shall mean a person who is receiving a benefit from a public retirement system of the state or who has met all the conditions precedent for the actual receipt of a benefit from a public retirement system of the state, and the monies are due and owing to such person by the public retirement system of the state N.Y. Retirement and Social Security Law 152
shall mean any person in receipt of a retirement allowance or other benefit as provided by this article N.Y. Education Law 501
North Carolina
Any of the following persons:

a North Carolina General Statutes 36D-2
means any person in receipt of a retirement allowance or other benefit from a Retirement System North Carolina General Statutes 143-166.30, North Carolina General Statutes 143-166.50
shall mean any person in receipt of a disability allowance or other benefit as provided in this Article North Carolina General Statutes 135-101
shall mean any person in receipt of a pension, an annuity, a retirement allowance or other benefit as provided by this Article North Carolina General Statutes 128-21
shall mean any person in receipt of a pension, an annuity, a retirement allowance or other benefit as provided by this Chapter North Carolina General Statutes 135-1, North Carolina General Statutes 135-1
shall mean any person in receipt of a retirement allowance or other benefit as provided in this Article North Carolina General Statutes 135-53
Ohio
means a person who, under the terms of a letter of credit, is entitled to have its complying presentation honored Ohio Code 1305.01
means any person eligible to receive, or in receipt of, a retirement allowance or other benefit provided by this chapter Ohio Code 3307.01
means :

(1) An individual designated by the purchaser under a tuition payment contract or through a scholarship program as the individual on whose behalf tuition units purchased under the contract or awarded through the scholarship program will be applied toward the payment of undergraduate, graduate, or professional tuition; or

(2) An individual designated by the contributor under a variable college savings program contract as the individual whose higher education expenses will be paid from a variable college savings program account Ohio Code 3334.01
Oregon
includes a person to whom drawing rights have been transferred under a transferable letter of credit Oregon Statutes 75.1020
Rhode Island
has the meaning given that term under section 3(8) of the Employee Retirement Security Act of 1974, 29 U Rhode Island General Laws 27-18.6-2
means a policy holder subscriber, enrollee, or other individual participating in a health benefit plan Rhode Island General Laws 27-18.8-2
means a policy-holder subscriber, enrollee, or other individual participating in a health-benefit plan Rhode Island General Laws 27-18.9-2
means an individual for whom property has been transferred to or held under a declaration of trust by a custodial trustee for the individual’s use and benefit under this chapter Rhode Island General Laws 18-13-1
means any person in receipt of a retirement allowance, annuity, or other benefit as provided by this chapter Rhode Island General Laws 45-21-2
means any person in receipt of annuity, benefit, or retirement allowance from the retirement system as provided in this chapter Rhode Island General Laws 16-16-1
means any person to whom, and any estate, trust, corporation, or other legal entity to which, an interest in property would pass in any manner described in § 34-5-2, except for the execution and filing of a disclaimer in accordance with the provisions of this chapter Rhode Island General Laws 34-5-1
South Carolina
has the meaning given under Section 3(8) of the Employee Retirement Income Security Act of 1974 South Carolina Code 38-74-10
means a person designated by a participant in the South Carolina Retirement System, the South Carolina Police Officers System, the Retirement System for Members of the General Assembly, the Retirement System for Judges and Solicitors, or the State Optional Retirement Program, to receive a benefit from the retirement systems or a person claiming the status and entitlements of a “member’s designated beneficiary” South Carolina Code 9-21-20
means a person in receipt of a pension, an annuity, a retirement allowance or other benefit provided under the system South Carolina Code 9-1-10
means a person in receipt of a retirement allowance or other benefit provided by the system South Carolina Code 9-11-10
means a person, other than the participant, who is designated by a participant or by a retirement program to receive a benefit under the program South Carolina Code 9-16-10
means an institution of higher learning which may receive a benefit under the program South Carolina Code 59-153-10
means any person in receipt of a retirement allowance or other benefit as provided by the System South Carolina Code 9-8-10
means the person who is to be the subject of the disposition, services, facilities, or merchandise described in a preneed funeral contract South Carolina Code 32-7-10
shall mean any person in receipt of a retirement allowance or other benefit as provided by the System South Carolina Code 9-9-10
Tennessee
has the meaning given such term under &sect Tennessee Code 56-7-2802
includes , in the case of a decedent’s estate, an heir, legatee, and devisee and, in the case of a trust, an income beneficiary and a remainder beneficiary Tennessee Code 35-6-102
means a person designated in the subscription certificate referred to in subdivision (10), as entitled to the dental services referred to in subdivision (10) Tennessee Code 56-30-102
means a person designated in the subscription certificate referred to in subdivision (8) as entitled to the vision services referred to in subdivision (8) Tennessee Code 56-31-102
means a person designated in the subscription certificate referred to in subdivision (9), as entitled to the medical services referred to in subdivision (9) Tennessee Code 56-27-102
means a person that has a present or future beneficial interest in a trust, vested or contingent Tennessee Code 35-15-103
means an individual designated under a tuition contract as the individual entitled to apply tuition units purchased under the contract to the payment of that individual’s undergraduate, graduate and professional tuition, and other educational costs Tennessee Code 49-7-802
means an individual or other entity entitled to benefits under a policy or annuity Tennessee Code 56-7-3403
means any person, persons or institution receiving a retirement allowance or other benefit as provided in chapters 34-37 of this title Tennessee Code 8-34-101
Utah
means a person holding a certificate representing a beneficial interest in the trust estate and assets Utah Code 16-15-102
means a person named in a trust account as one for whom a party to the account is named as trustee Utah Code 75-6-101
means a person who receives property under a transfer on death deed Utah Code 75-6-402
means a person who under the terms of a letter of credit is entitled to have its complying presentation honored Utah Code 70A-5-102
means any person entitled to receive a payment under this title through a relationship with or designated by a member, participant, covered individual, or alternate payee of a defined contribution plan Utah Code 49-11-102
means the individual designated in an account agreement to benefit from the amount saved for higher education costs Utah Code 53B-8a-102
means the individual designated:

(a)  in a 529 savings account agreement between a person, an estate, or a trust and the plan; and

(b)  to benefit from the amount saved in a 529 savings account Utah Code 35A-9-601
means the individual who, at the time of the individual’s death, is to receive the benefit of the property and services purchased under a preneed funeral arrangement Utah Code 58-9-102
Vermont
includes , in the case of a decedent’s estate, an heir, legatee, and devisee and, in the case of a trust, an income beneficiary and a remainder beneficiary
means an individual enrolled in a health plan in which coverage of prescription drugs is administered by a pharmacy benefit manager and includes his or her dependent or other person provided health coverage through that health plan
means any individual designated by a participation agreement to benefit from payments for qualified postsecondary education costs
means any person in receipt of a pension, an annuity, a retirement allowance, or other benefit as provided by this chapter
shall mean any person in receipt of a pension, an annuity, a retirement allowance or other benefit as provided by the System
shall mean any person in receipt of a pension, an annuity, a retirement allowance, or other benefit as provided by this subchapter
Virginia
includes :

1 Virginia Code 64.2-1033
means (i) a resident of the Commonwealth, as determined by the board, who is the beneficiary of a prepaid tuition contract and who may apply advance tuition payments to tuition as set forth in this chapter; (ii) a beneficiary of a prepaid tuition contract purchased by a resident of the Commonwealth, as determined by the board, who may apply advance tuition payments to tuition as set forth in this chapter; or (iii) a beneficiary of a savings trust account established pursuant to this chapter Virginia Code 23.1-700
means a person named in a trust account as one for whom a party to the account is named as trustee Virginia Code 6.2-604
means a person that (i) has a present or future, vested or contingent, beneficial interest in a trust; (ii) holds a power of appointment over trust property; or (iii) is an identified charitable organization that will or may receive distributions under the terms of the trust Virginia Code 64.2-701
means a person that receives property under a transfer on death deed Virginia Code 64.2-621
means an individual for whom property has been transferred to or held under a declaration of trust by a custodial trustee for the individual’s use and benefit under this chapter Virginia Code 64.2-900
means any person entitled to receive benefits under this chapter Virginia Code 51.1-124.3
means the spouse of a deceased person and such persons as are entitled to take under the will of a deceased person if testate, or as his heirs at law if intestate Virginia Code 9.1-400
Washington
means a husband, wife, registered domestic partner, or child of a victim in whom shall vest a right to receive payment under this chapter, except that a husband or wife of an injured victim, living separate and apart in a state of abandonment, regardless of the party responsible therefor, for more than one year at the time of the injury or subsequently, shall not be a beneficiary Washington Code 7.68.020
means any person in receipt of a pension, annuity, retirement allowance, disability allowance, or any other benefit herein Washington Code 41.44.030
shall mean any person in receipt of a pension, annuity, retirement allowance, disability allowance, or any other benefit provided in this chapter Washington Code 41.28.010
West Virginia
means a natural person who is entitled to, or will be entitled to, an annuity or other benefit payable by the plan West Virginia Code 7-14D-2, West Virginia Code 8-22A-2, West Virginia Code 20-18-2
means a surviving spouse or other surviving beneficiary who is entitled to, or will be entitled to, an annuity or other benefit payable by the fund West Virginia Code 15-2-25b, West Virginia Code 15-2A-2
means any person eligible for or receiving benefits on account of the service for a public employer by a participant or former participant in a retirement plan West Virginia Code 5-10A-2
means any person which shall include an irrevocable special needs trust, as that term is defined in this section, for the benefit of one individual beneficiary and which trust terminates upon the death of such individual with no further annuity benefits being payable, except a retirant, who is entitled to, or will be entitled to, an annuity or other benefit payable by the retirement system West Virginia Code 5-10-2
means any person, except a member, who is entitled to an annuity or other benefit payable by the retirement system West Virginia Code 51-9-1a
means the person designated as a beneficiary at the time an account is established, or the individual designated as the beneficiary when the beneficiary is changed West Virginia Code 18-30A-3
means the recipient of annuity payments made under the retirement system West Virginia Code 18-7A-3
Wisconsin
as used in this chapter includes an obligee of a bond Wisconsin Statutes 645.03

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