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INHERITED IRA DISTRIBUTION
ELECTION REQUEST
CONTACT INFORMATION:Phone: (800) 7222333, Option 2
Overnight Delivery:
Fax: (508) 5991885
Pacific Funds
Website: www.PacificFunds.com
Attn: Work Management
4400
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How to fill out plf inherited ira distribuition
How to fill out plf inherited ira distribuition
01
To fill out a PLF (Payable on Death Beneficiary Inherited IRA Distribution) form, follow these steps:
02
Obtain the PLF form from your IRA custodian or financial institution.
03
Provide your personal information, including your name, address, and Social Security number.
04
Indicate the details of the inherited IRA, including the account number and the name of the deceased IRA owner.
05
Specify the distribution options you wish to choose. This may include a lump sum distribution or periodic payments.
06
Provide the necessary beneficiary information, including their name, address, and Social Security number.
07
Sign and date the form, and ensure any required witnesses or notarization is completed.
08
Submit the completed PLF form to your IRA custodian or financial institution for processing.
09
Keep a copy of the form for your records.
Who needs plf inherited ira distribuition?
01
Individuals who have inherited an IRA as a designated beneficiary may need to fill out a PLF inherited IRA distribution form.
02
This may include beneficiaries of an IRA from a deceased family member, partner, or friend.
03
The PLF form is typically required to facilitate the distribution of the inherited IRA funds according to the beneficiary's wishes and to ensure compliance with tax and legal regulations.
04
It is advisable to consult with a financial advisor or tax professional for guidance on properly completing the PLF form and understanding the tax implications of the inherited IRA distribution.
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