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IRA Beneficiary Designation Addendum: Per Stripes Mail to: Ariel Investment Trust/o U.S. Bank Global Fund Services PO Box 701Milwaukee, WI 532010701Overnight Express Mail to: Ariel Investment Trust/o

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How to fill out ira beneficiary designation addendum

01

Obtain the IRA beneficiary designation addendum form from your financial institution or retirement account provider.

02

Fill in your personal information including your name, address, and account number.

03

Indicate the percentage of the account you want each beneficiary to receive.

04

Provide the full name, address, and social security number of each beneficiary.

05

Sign and date the form in front of a notary public to make it legally binding.

Who needs ira beneficiary designation addendum?

01

Individuals who have an IRA account and want to specify who will inherit the account assets upon their death.

02

People who want to ensure that their retirement savings are distributed according to their wishes and avoid potential conflicts among family members.

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What is ira beneficiary designation addendum?

An IRA beneficiary designation addendum is a form that allows the account holder to specify who will receive the funds in their IRA account upon their death.

Who is required to file ira beneficiary designation addendum?

Any individual who has an IRA account and wants to designate beneficiaries to receive the funds upon their death is required to file an IRA beneficiary designation addendum.

How to fill out ira beneficiary designation addendum?

To fill out an IRA beneficiary designation addendum, the account holder needs to provide the names, contact information, and relationship to the beneficiary they want to designate, as well as the percentage of the funds each beneficiary should receive.

What is the purpose of ira beneficiary designation addendum?

The purpose of an IRA beneficiary designation addendum is to ensure that the account holder's wishes regarding the distribution of their IRA funds are carried out upon their death.

What information must be reported on ira beneficiary designation addendum?

The IRA beneficiary designation addendum must include the names, contact information, and relationship of the beneficiaries, as well as the percentage of the funds each beneficiary should receive.

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