IRA Forms & Documents

UPDATED FOR SECURE ACT OF 2019!  This form is used to elect the amount and method of distribution to beneficiaries after the accountholder dies. The options available for beneficiaries who are eligible designated beneficiaries, beneficiaries who are individuals, but are not eligible designated beneficiaries, and beneficiaries who are not individuals are all covered. Two-part, one-sided, black ink, 8 1/2 x 11.


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