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Virus Mutual Funds PO Box 534470 Pittsburgh, PA 152534470NonSpouse, 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-form

01
Obtain a copy of the non-spouse IRA beneficiary election form from the financial institution or IRA custodian.
02
Fill out the form with your personal information including your name, address, and social security number.
03
Indicate the deceased IRA owner's information such as their name, account number, and date of death.
04
Choose how you would like to receive the distribution from the IRA, either as a lump sum or through periodic distributions.
05
Sign and date the form, and make sure to have it witnessed or notarized as required by the financial institution.

Who needs non-spouse-ira-beneficiary-election-form?

01
Any individual who has been designated as a beneficiary of a non-spouse IRA account needs to fill out the non-spouse IRA beneficiary election form.
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The non-spouse-ira-beneficiary-election-form is a form used to designate a beneficiary who is not the spouse of the IRA owner to inherit the IRA assets upon the owner's death.
Any individual who is named as a beneficiary of an IRA by the owner and is not the spouse of the owner is required to file the non-spouse-ira-beneficiary-election-form.
To fill out the non-spouse-ira-beneficiary-election-form, the beneficiary must provide their personal information, relationship to the IRA owner, and details of how they wish to receive the inherited assets.
The purpose of the non-spouse-ira-beneficiary-election-form is to ensure that the IRA owner's assets are distributed according to their wishes upon their death and to provide the beneficiary with instructions on how to handle the inherited IRA assets.
The non-spouse-ira-beneficiary-election-form must include the beneficiary's name, address, social security number, relationship to the IRA owner, and details of how they wish to receive the inherited IRA assets.
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