Common use of Beneficiary Instructions Clause in Contracts

Beneficiary Instructions. Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Traditional/Roth IRA Custodial Agreement. Xx xx Xximary Beneficiary survives me, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications.

Appears in 2 contracts

Samples: Traditional/Roth Ira Adoption Agreement, Ira Adoption Agreement

AutoNDA by SimpleDocs

Beneficiary Instructions. Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Traditional/Roth IRA Xxxx XXX Custodial Agreement. Xx xx Xximary If no Primary Beneficiary survives me, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications.

Appears in 1 contract

Samples: Traditional/Roth Ira Adoption Agreement

Beneficiary Instructions. Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Traditional/Roth SIMPLE IRA Custodial Agreement. Xx xx Xximary If no Primary Beneficiary survives me, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications.

Appears in 1 contract

Samples: Simple Ira Adoption Agreement

AutoNDA by SimpleDocs

Beneficiary Instructions. Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Traditional/Roth IRA Universal Individual Retirement Account Custodial Agreement. Xx xx Xximary If no Primary Beneficiary survives me, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications.

Appears in 1 contract

Samples: Sep Ira/Sar Sep Ira Adoption Agreement

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!