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ROTHIRAWITHDRAWAL AUTHORIZATIONRefer to pages 2 and 3 of this form for reporting and withholding notice information. PART 1.ROTH IRA COUNTERPART 2.ROTH IRA TRUSTEE OR CUSTODIAN To be completed by

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What is beneficiary or former spouse?

Beneficiary or former spouse refers to an individual who receives benefits or assets from a trust, will, insurance policy, or retirement account upon the death of the account holder or policy owner.

Who is required to file beneficiary or former spouse?

The individual who is the account holder or policy owner is required to file beneficiary or former spouse information.

How to fill out beneficiary or former spouse?

Beneficiary or former spouse information can be filled out by providing the name, contact information, relationship to the account holder, and details of the benefits or assets received.

What is the purpose of beneficiary or former spouse?

The purpose of beneficiary or former spouse information is to ensure that the designated individuals receive their entitled benefits or assets as per the account holder's wishes.

What information must be reported on beneficiary or former spouse?

The information that must be reported includes the name, contact information, relationship to the account holder, and details of the benefits or assets received.

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