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QUALIFIED TRUST CERTIFICATION FOR DETERMINING POST 70 RED UNDER THE YOUNGER SPOUSE AS SOLE BENEFICIARY RULE Instructions: The IRA owner can use this form to certify a qualified trust in order to have
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Qualified trust certification is used to verify the validity of a trust and to ensure that it meets certain qualifications set by governing bodies.
Trust administrators or trustees who are managing a trust that requires certification.
Qualified trust certification forms can usually be filled out online or through a paper application provided by the governing body.
The purpose of qualified trust certification is to ensure the trust is in compliance with regulations and standards set forth by governing bodies.
Information such as the name of the trust, trustee information, beneficiaries, assets held by the trust, and any changes to the trust must be reported on the certification.
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