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DESIGNATION/CHANGE OF IRA BENEFICIARY Use this form to designate and/or change the primary and secondary beneficiaries for your ICON Funds. You may change your beneficiaries at any time. To include

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What is designation change of IRA beneficiary?

The designation change of IRA beneficiary is a form used to update or change the person who will receive the assets in an Individual Retirement Account (IRA) upon the death of the account holder.

Who is required to file designation change of IRA beneficiary?

The account holder or IRA owner is required to file the designation change of IRA beneficiary form.

How to fill out designation change of IRA beneficiary?

The form can typically be obtained from the financial institution where the IRA is held and requires the account holder to provide details of the new beneficiary, such as name, relationship, and percentage of assets to be received.

What is the purpose of designation change of IRA beneficiary?

The purpose of the designation change of IRA beneficiary is to ensure that assets in the IRA are distributed according to the account holder's wishes upon their death.

What information must be reported on designation change of IRA beneficiary?

The form typically requires information on the new beneficiary, their relationship to the account holder, and the percentage of assets they will receive.

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