I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent. ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this IRA, I have been advised to see a tax professional. I hereby give the IRA owner my interest in the assets or property deposited in this IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result
Appears in 6 contracts
Samples: Roth Ira Adoption Agreement, Roth Ira Adoption Agreement, Inherited Roth Ira Adoption Agreement
I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent. ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this IRA, I have been advised to see a tax professional. I hereby give the IRA owner my interest in the assets or property deposited in this IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result
Appears in 2 contracts
Samples: Simple Ira Adoption Agreement, Simple Ira Adoption Agreement
I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent. ⭘ I Am Married – I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse should must sign below. I am the spouse of the above‐named IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this IRA, I have been advised to see a tax professional. I hereby give the IRA owner my interest in the assets or property deposited in this IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result.
Appears in 1 contract
Samples: Traditional Ira Adoption Agreement