Get the free Non-Spouse IRA Beneficiary Election Form #71947.11.22

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Virus Mutual Funds PO Box 9874 Providence, RI 029408074NonSpouse, Trust, Estate or Entity IRA Beneficiary Election Former assistance, please contact us at 8002431574 or visit our website at Virtus.com

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How to fill out non-spouse ira beneficiary election

01

Obtain a copy of the non-spouse IRA beneficiary election form from the financial institution where the IRA is held.

02

Fill out the required personal information, such as your name, address, social security number, and the account information of the IRA you are naming as a beneficiary.

03

Specify how you would like the assets of the IRA to be distributed upon your death.

04

Sign and date the form in the presence of a witness or a notary public.

05

Submit the completed form to the financial institution for processing.

Who needs non-spouse ira beneficiary election?

01

Individuals who have an IRA account and wish to designate a beneficiary other than their spouse.

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What is non-spouse ira beneficiary election?

A non-spouse IRA beneficiary election is when an individual other than the spouse of the deceased IRA owner chooses to inherit the IRA assets.

Who is required to file non-spouse ira beneficiary election?

Any individual who is named as a beneficiary on an IRA account and is not the spouse of the deceased IRA owner is required to file a non-spouse IRA beneficiary election.

How to fill out non-spouse ira beneficiary election?

The non-spouse IRA beneficiary election form can typically be obtained from the financial institution holding the IRA assets. The form must be completed with the necessary information and submitted to the institution.

What is the purpose of non-spouse ira beneficiary election?

The purpose of a non-spouse IRA beneficiary election is to designate who will inherit the assets in the IRA account after the death of the original account owner.

What information must be reported on non-spouse ira beneficiary election?

The non-spouse IRA beneficiary election form typically requires the beneficiary's personal information, details of the IRA account, and the election of how the assets will be distributed.

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