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This form is used to inform Impax Funds of a beneficiary\'s intention to disclaim the portion of an IRA account they are designated a beneficiary of. It includes sections for account information, beneficiary information, and certification of disclaimer, along with a requirement for a Medallion Signature Guarantee.
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What is disclaimer and affidavit for?
A disclaimer is a formal statement that denies any responsibility or connection to a specific claim or legal obligation. An affidavit is a written statement confirmed by oath or affirmation, used as evidence in legal proceedings.
Who is required to file disclaimer and affidavit for?
Individuals or entities involved in a legal process, such as witnesses or those who need to clarify their position regarding certain claims, are typically required to file a disclaimer and affidavit.
How to fill out disclaimer and affidavit for?
To fill out a disclaimer and affidavit, one must provide personal details, state the reasons for the disclaimer, and present factual information that supports the affidavit's claims, all while ensuring it is signed in the presence of an authorized individual.
What is the purpose of disclaimer and affidavit for?
The purpose of a disclaimer is to limit or deny liability, while an affidavit serves to provide a factual basis for a claim or defense, ensuring that statements made are legally recognized.
What information must be reported on disclaimer and affidavit for?
The information that must be reported includes the signer's identity, the nature of the claim being disclaimed, any relevant facts or evidence, and the date and venue where the affidavit is executed.
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