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11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 972813700 Toll free 8883207377 fax 5035980561 Website http://oregon.gov/pers PEERS Chapter 238 Program (Tier One and
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How to fill out beneficiary non-spouse rollover-eligible distribution
How to fill out beneficiary non-spouse rollover-eligible distribution:
01
Gather necessary documentation: Collect all relevant paperwork, including the beneficiary's identification, the deceased account owner's account information, and any documentation related to the distribution.
02
Determine eligibility: Make sure the beneficiary is eligible to receive a rollover-eligible distribution. Non-spouse beneficiaries are typically allowed to roll over inherited retirement assets into an inherited IRA or another eligible retirement account.
03
Contact the retirement plan administrator: Reach out to the administrator of the retirement plan or financial institution where the deceased account owner held their retirement funds. Inquire about the specific process for completing a beneficiary non-spouse rollover-eligible distribution and any required forms.
04
Complete the necessary forms: Fill out any forms provided by the retirement plan administrator accurately and thoroughly. These forms may include the beneficiary distribution request form, beneficiary designation form, or any other required paperwork.
05
Provide supporting documentation: Attach any required documentation, such as death certificates or legal documents establishing the beneficiary's relationship to the deceased account owner.
06
Review and double-check: Carefully review all the information provided on the forms to ensure accuracy. Mistakes could lead to complications or delays in processing the distribution.
07
Submit the forms: Once completed, submit the forms and any supporting documentation to the retirement plan administrator according to their specified instructions.
08
Follow up: Keep track of the progress of the distribution by contacting the retirement plan administrator regularly. Inquire about any additional steps or information required to complete the process.
09
Consider seeking professional advice: If you are uncertain about any aspect of filling out the beneficiary non-spouse rollover-eligible distribution, consult with a financial advisor or tax professional who specializes in retirement accounts.
Who needs beneficiary non-spouse rollover-eligible distribution:
01
Non-spouse beneficiaries of retirement accounts: Non-spouse beneficiaries who inherit retirement accounts, such as an IRA or 401(k), may need to complete a beneficiary non-spouse rollover-eligible distribution to transfer the inherited assets to another eligible retirement account.
02
Individuals who want to preserve tax advantages: By rolling over inherited retirement accounts into an inherited IRA or another eligible retirement account, beneficiaries can continue to benefit from the tax advantages associated with these accounts. This is usually more beneficial than taking a lump sum distribution, which may result in higher taxes.
03
Individuals looking for flexibility and control: Completing a beneficiary non-spouse rollover-eligible distribution allows beneficiaries to have greater control over the inherited funds and provides them with flexibility in managing the money based on their specific financial goals and circumstances.
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