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Virtus Mutual Funds PO Box 534470 Pittsburgh, PA 152534470Spousal IRA Beneficiary Election FormFor assistance, please contact us at 8002431574 or visit our website at Virtus.com Important Information

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How to fill out spousal ira beneficiary election

01

Obtain the necessary forms or documents for the spousal IRA beneficiary election.

02

Fill out the forms with accurate and complete information.

03

Provide the required documentation, such as proof of marriage or relationship, if applicable.

04

Review the completed forms to ensure all information is correct.

05

Sign and date the forms as required.

06

Submit the completed forms to the appropriate entity, such as the financial institution or IRA custodian.

07

Keep a copy of the forms and any supporting documentation for your records.

Who needs spousal ira beneficiary election?

01

Individuals who have a spousal IRA and want to designate their spouse as the beneficiary.

02

Individuals who want to ensure their spouse receives the assets in their spousal IRA upon their death.

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What is spousal ira beneficiary election?

Spousal IRA beneficiary election is a form that allows a spouse to inherit IRA assets upon the death of the account holder.

Who is required to file spousal ira beneficiary election?

The surviving spouse who wishes to inherit IRA assets is required to file spousal IRA beneficiary election.

How to fill out spousal ira beneficiary election?

The form can typically be obtained from the financial institution holding the IRA and must be completed with the necessary information, such as the spouse's name and relationship to the account holder.

What is the purpose of spousal ira beneficiary election?

The purpose of the spousal IRA beneficiary election is to specify the spouse as the intended beneficiary of the IRA assets in the event of the account holder's death.

What information must be reported on spousal ira beneficiary election?

The spousal IRA beneficiary election form must include details such as the spouse's name, relationship to the account holder, and the IRA account information.

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