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IRA/403(b) Designation of beneficiary form Return by mail: Putnam Investor Services, Inc. P. O. Box 8383 Boston, MA 022668383 Return by express delivery: Putnam Investor Services, Inc. 30 Dan Road

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What is ira403b designation of beneficiary?

An IRA403b designation of beneficiary is a form that allows the account holder to specify who will inherit the funds in their IRA403b account upon their death.

Who is required to file ira403b designation of beneficiary?

Any individual who has an IRA403b account is required to file a designation of beneficiary form to ensure their assets are distributed according to their wishes.

How to fill out ira403b designation of beneficiary?

To fill out an IRA403b designation of beneficiary form, the account holder needs to provide the full name, date of birth, relationship to the beneficiary, and percentage of the account they wish to leave to each beneficiary.

What is the purpose of ira403b designation of beneficiary?

The purpose of an IRA403b designation of beneficiary is to ensure that the account holder's assets are distributed according to their wishes and to avoid any disputes among potential heirs.

What information must be reported on ira403b designation of beneficiary?

The IRA403b designation of beneficiary form must include the full name, date of birth, relationship to the beneficiary, and percentage of the account designated for each beneficiary.

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