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BNY Mellon Brokerage Services P.O. Box 9008 Hicksville, NY 118029008INDIVIDUAL RETIREMENT ACCOUNT BENEFICIARY DESIGNATION FORM Important Information Please Read n By naming a beneficiary on this Form,
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What is individual retirement account beneficiary?
An individual retirement account beneficiary is a person or entity designated to receive the assets of an IRA upon the account holder's death.
Who is required to file individual retirement account beneficiary?
Typically, the account holder is required to designate a beneficiary for their IRA, and upon the account holder's death, the beneficiary must manage the account according to IRS rules.
How to fill out individual retirement account beneficiary?
To fill out an individual retirement account beneficiary designation, one must complete the beneficiary designation form provided by the IRA custodian, including the beneficiary's name, relationship to the account holder, and percentage of assets to be inherited.
What is the purpose of individual retirement account beneficiary?
The purpose of designating a beneficiary for an individual retirement account is to ensure that the account assets are transferred to the designated person or entity seamlessly upon the account holder's death.
What information must be reported on individual retirement account beneficiary?
The information that must be reported includes the beneficiary's name, Social Security number, date of birth, and relationship to the account holder, as well as the percentage of the account they are to receive.
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