Get the free IRA Beneficiary Election Form #71192.20.18.doc

And relationship to the claimant. If the shareholder s legal residence was in one of the following states an original ITW must accompany this form o Indiana Ohio Pennsylvania Puerto Rico Tennessee An ITW may be required for additional states depending on certain factors. A shareholder must begin required minimum distribution RMD payments from their IRA excluding Roth IRAs upon reaching their required beginning date. Virtus Mutual Funds PO Box 9874 Providence RI 02940-8074 IRA Beneficiary...

How to fill out ira beneficiary election form

How to fill out ira beneficiary election form

1. Read the instructions provided with the IRA beneficiary election form.
2. Gather all the necessary information, such as the IRA account details, beneficiary information, and any supporting documents.
3. Fill out the personal information section of the form, including your name, address, and contact details.
4. Provide the details of the IRA account for which you are selecting a beneficiary.
5. Enter the beneficiary's information, including their name, address, social security number, and relationship to the account holder.
6. Specify the percentage or dollar amount you want to assign to each beneficiary if there are multiple beneficiaries.
7. Sign and date the form.
8. Submit the completed form to the relevant IRA custodian or financial institution.
9. Keep a copy of the form for your records.

Who needs ira beneficiary election form?

1. Individuals who have an Individual Retirement Account (IRA) and wish to designate beneficiaries for their account.
2. Anyone who wants to ensure that their IRA assets are distributed according to their wishes after their death.

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What is ira beneficiary election form?

An IRA beneficiary election form is a form used to designate who will receive the assets in an Individual Retirement Account (IRA) upon the death of the account holder.

Who is required to file ira beneficiary election form?

Anyone who has an IRA account and wants to specify who will inherit their IRA assets must file an IRA beneficiary election form.

How to fill out ira beneficiary election form?

To fill out the IRA beneficiary election form, one must provide their personal information, as well as the information of the designated beneficiaries, including their relationship to the account holder.

What is the purpose of ira beneficiary election form?

The purpose of the IRA beneficiary election form is to ensure that the assets in the IRA account are distributed according to the wishes of the account holder upon their death.

What information must be reported on ira beneficiary election form?

The IRA beneficiary election form must include the names, addresses, and social security numbers of the designated beneficiaries, as well as the percentage of assets each beneficiary will receive.