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IntegrityVikingFundsIRA DESIGNATION OF BENEFICIARY The term IRA will be used below to mean Traditional IRA, Roth IRA and SIMPLE IRA, unless otherwise specified. IRA HOLDERS NAME AND ADDRESS IRA TRUSTEES

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How to fill out 301 ira designation of

01

To fill out the 301 IRA designation of, follow these steps:

02

Provide your personal information, such as your name, address, and Social Security number.

03

Identify the IRA account for which you want to designate beneficiaries.

04

Fill in the names and contact information of the primary beneficiaries. These are the individuals who will receive the assets upon your death.

05

Specify the percentage or fraction of the assets each primary beneficiary should receive.

06

If you want to designate contingent beneficiaries who will receive the assets if the primary beneficiaries predecease you, provide their names and contact information as well.

07

Sign and date the form.

08

Submit the completed form to the relevant IRA custodian or financial institution.

Who needs 301 ira designation of?

01

Anyone who has an individual retirement account (IRA) and wants to specify who will receive the assets in case of their death needs a 301 IRA designation of. It is particularly important for individuals who want to ensure their assets are distributed according to their wishes and avoid potential conflicts or legal complications among their heirs.

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