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Get the free Beneficiary Required Distribution Election Form. IL-77-31045-2102 (fillable)

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Integrity Life Insurance Company PO Box 5720 Cincinnati, OH 452015720 For assistance, call 800.325.8583 Fax Number 888.220.2677Beneficiary Required Distribution Election Form MAILING INSTRUCTIONS
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How to fill out beneficiary required distribution election

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How to fill out beneficiary required distribution election

01
Obtain the necessary forms from your retirement account administrator.
02
Fill out your personal information, including your name, address, and Social Security number.
03
Select the type of beneficiary required distribution election you want to make.
04
Provide the required details about the beneficiary, such as their name and relationship to you.
05
Specify the distribution method you prefer, whether it's a lump sum or periodic payments.
06
Determine the distribution period based on the beneficiary's age and life expectancy.
07
Calculate the distribution amount using the appropriate IRS guidelines.
08
Sign and date the form, and submit it to your retirement account administrator.

Who needs beneficiary required distribution election?

01
Individuals who have inherited a retirement account from a deceased account holder.
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A beneficiary required distribution election is a decision made by the beneficiary of an inherited retirement account to take required minimum distributions over a specific period of time.
Any beneficiary of an inherited retirement account who is required to take distributions must file a beneficiary required distribution election.
To fill out a beneficiary required distribution election, the beneficiary must provide information about the inherited retirement account, their age, and the distribution options chosen.
The purpose of beneficiary required distribution election is to specify how the beneficiary wishes to receive distributions from the inherited retirement account.
The beneficiary must report their personal information, information about the inherited retirement account, and details of the distribution plan chosen.
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