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ujones

Shared finances

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I need help to see if I hve done enough to prove shared finances , please. I tried to add my spouse to my utility bills & as per my state rules they can only have one person on the bill . So far all I could add him to is to my land phone bill , water bill & two credit cards. I was able to add him to my will  & my one checking account ( some activity in it ) . When it comes to savings is it ok to add him as beneficiary or does it hve to be joint owner ? 

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34 minutes ago, ujones said:

I need help to see if I hve done enough to prove shared finances , please. I tried to add my spouse to my utility bills & as per my state rules they can only have one person on the bill . So far all I could add him to is to my land phone bill , water bill & two credit cards. I was able to add him to my will  & my one checking account ( some activity in it ) . When it comes to savings is it ok to add him as beneficiary or does it hve to be joint owner ? 

This looks really good so far. Don't worry about the savings right now

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17 hours ago, ujones said:

I need help to see if I hve done enough to prove shared finances , please. I tried to add my spouse to my utility bills & as per my state rules they can only have one person on the bill . So far all I could add him to is to my land phone bill , water bill & two credit cards. I was able to add him to my will  & my one checking account ( some activity in it ) . When it comes to savings is it ok to add him as beneficiary or does it hve to be joint owner ? 

If you filed a joint tax return, that would work as well. But overall this should be sufficient evidence. Best of luck!!! 

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I've been informed that you can add people as "Authorized Persons" which yes would keep you as the main person, but this should help!


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