Individual/Successor Beneficiary Benefit. This Beneficiary IRA must be for the exclusive benefit of you, and upon your death, your successor beneficiaries. The Beneficiary IRA must be established in your name and not in the name of your beneficiary, living trust, or another party or entity.
Appears in 2 contracts
Samples: Traditional Beneficiary Ira Amendment, Traditional Beneficiary Ira Amendment
Individual/Successor Beneficiary Benefit. This Xxxx Beneficiary IRA must be for the exclusive benefit of you, and upon your death, your successor beneficiaries. The Beneficiary IRA must be established in your name and not in the name of your beneficiary, living trust, or another party or entity.
Appears in 2 contracts
Samples: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment
