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INHERITED IRA ELECTION 1. BENEFICIARY INFORMATION Legal Name:Email:Jane Phone:fake@email.address:City:123 Main St. State:COAnytownSocial Security Number:Date of Birth: (MM/DD/YYY)XXXXXXXXXxxxxxxxxxx1/1/1960ZIP:00000Share:100%RELATI
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How to fill out inherited ira election

01
Here are the steps to fill out an inherited IRA election: 1. Obtain the necessary forms from the IRA custodian or plan administrator.
02
Provide your personal information, including your name, address, and social security number.
03
Indicate the name of the deceased IRA owner and their social security number.
04
Specify the type of inherited IRA election you wish to make, whether it's a lump sum distribution, a stretch IRA, or another option allowed by the IRS.
05
If selecting the stretch IRA option, provide the name and social security number of the designated beneficiary for the inherited IRA.
06
Calculate the required minimum distribution (RMD) based on your age and the IRS life expectancy table and indicate this amount on the form.
07
Review the completed form for accuracy and sign it.
08
Submit the form to the IRA custodian or plan administrator for processing.
09
Keep a copy of the filled-out form for your records.

Who needs inherited ira election?

01
Inherited IRA election is needed by individuals who have become beneficiaries of an IRA after the original account owner's death.
02
Typically, this includes spouses, children, or other named individuals who inherit an IRA as part of an estate plan.
03
It is important to complete the inherited IRA election to establish how the inherited funds will be distributed or managed.
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Inherited IRA election refers to the process by which a beneficiary of an inherited IRA informs the financial institution that they wish to treat the account as an inherited IRA, allowing them to take distributions based on their life expectancy or other options available to them.
The beneficiary of an inherited IRA is required to file the inherited IRA election to properly manage the account and comply with tax regulations.
To fill out the inherited IRA election, the beneficiary must complete the necessary forms provided by the financial institution holding the IRA, indicating their status as a beneficiary and their choice of distribution method.
The purpose of the inherited IRA election is to establish the account in the beneficiary's name and to determine the tax treatment and distribution options available to them following the original owner's death.
The information that must be reported includes the beneficiary's personal information, the details of the original IRA owner, the account number, and the chosen distribution method.
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