Additional Guidance. It is in your best interest to seek the guidance of your tax or legal professional before completing this form because of the potentially significant financial and estate planning consequences associated with beneficiaries naming successor IRA beneficiaries. Please see the Death Distribution information contained within your IRA adoption agreement and disclosure. For more information, refer to Internal Revenue Service (IRS) Publication 590 or visit the IRS Website at xxx.xxx.xxx.
Appears in 9 contracts
Samples: Health Savings Account Agreement, Individual Retirement Custodial Account Agreement, Custodial Agreement
