Get the free SSBT IRA Designation of Beneficiary Form F0320 - SSBT IRA Designation of Beneficiary

R U S S E L L I N V E S T M E N T C O M PA N Y State Street Bank and Trust Company Universal Individual Retirement Account Designation of Beneficiary (Page 1 of 2) Date Faxed: Russell Dealer # Office

How to fill out ssbt ira designation of

How to fill out SSBT IRA Designation of:

1. Locate the SSBT IRA Designation of form. This form can typically be found on the website of your financial institution or by contacting your IRA custodian.
2. Begin by filling out your personal information. This may include your full name, date of birth, social security number, and contact information. Make sure to double-check the accuracy of the information provided.
3. Designate your primary beneficiary. This is the person who will receive the assets in your IRA upon your passing. Include their full name, relationship to you, and their contact information.
4. If desired, you can also designate a contingent beneficiary. This is a backup beneficiary who will receive the assets if the primary beneficiary is unable to do so.
5. Specify the percentage or amount of the IRA assets that you would like each beneficiary to receive. You can allocate different percentages to multiple beneficiaries, ensuring that the total equals 100%.
6. Sign and date the form. Review it to ensure all the required fields are completed accurately before submitting it to your IRA custodian.

Who needs SSBT IRA Designation of:

1. Individuals who have a self-directed IRA account with SSBT or a related financial institution.
2. Those who want to ensure that their IRA assets are distributed according to their wishes upon their passing.
3. Individuals who want to designate specific beneficiaries rather than relying on state intestate laws to determine the distribution of their IRA assets.

For pdfFiller’s FAQs

What is ssbt ira designation of?

SSBT IRA designation is a form used to designate beneficiaries for a Self-Directed IRA.

Who is required to file ssbt ira designation of?

Individuals who have a Self-Directed IRA account are required to file the SSBT IRA designation form.

How to fill out ssbt ira designation of?

The SSBT IRA designation form can be filled out by providing the necessary beneficiary information as requested by the form.

What is the purpose of ssbt ira designation of?

The purpose of the SSBT IRA designation form is to specify who will inherit the assets in the Self-Directed IRA account upon the account holder's death.

What information must be reported on ssbt ira designation of?

The SSBT IRA designation form typically requires information such as the name, relationship, and percentage share of each designated beneficiary.

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