Get the free IRA Designation of Beneficiary/Spousal Consent Form ... - TIAA-CREF - tiaa-cref
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TIAA-CREF BROKERAGE SERVICES DESIGNATION OF BENEFICIARY/SPOUSAL CONSENT QUESTIONS? 800 927-3059 For account information, to check the status of your request or any questions: Monday Friday 8 a.m —
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How to fill out ira designation of beneficiaryspousal
How to fill out ira designation of beneficiaryspousal:
01
Obtain the IRA designation of beneficiaryspousal form from your IRA custodian or financial institution.
02
Provide your personal information, such as name, address, date of birth, and Social Security number.
03
Indicate whether you are the primary account holder or the spouse beneficiary.
04
Fill in the name and contact information of your spouse beneficiary.
05
Specify the percentage or dollar amount of the IRA assets you want to designate to your spouse beneficiary.
06
If you have more than one spouse beneficiary, clearly state the allocation for each beneficiary.
07
Review the form thoroughly to ensure accuracy and completeness.
08
Sign and date the form.
09
Submit the completed form to your IRA custodian or financial institution.
Who needs ira designation of beneficiaryspousal:
01
Individuals who have a traditional IRA or Roth IRA account.
02
Individuals who want to designate their spouse as the primary beneficiary of their IRA assets.
03
Individuals who want to specify the allocation of IRA assets to their spouse beneficiary.
Please note that it is important to consult with a financial advisor or tax professional for personalized guidance on IRA beneficiary designations.
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