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