Hi,
My Velocity account is a Beneficiary account and my wife its a Contributor in a Family Pool. I am Siler Status and have recently retired. My wife is working and travels a lot. She needs the Silver Benefits and I do not. I want to transfer the Silver Status to her. I understand that she can become the Beneficiary and I can become the Contributor for all earnings from now on, but wish to get her the Silver Status now and am happy to transfer this to her if possible. Any tips on this please?
TIA
My Velocity account is a Beneficiary account and my wife its a Contributor in a Family Pool. I am Siler Status and have recently retired. My wife is working and travels a lot. She needs the Silver Benefits and I do not. I want to transfer the Silver Status to her. I understand that she can become the Beneficiary and I can become the Contributor for all earnings from now on, but wish to get her the Silver Status now and am happy to transfer this to her if possible. Any tips on this please?
TIA