Examples of Date of Death in a sentence
Refer to disclosure statement for eligibility requirements and contribution limits.Choose ONE of the following account types:❑ Traditional IRA❑ For tax year ❑ IRA to IRA Transfer - please complete an IRA Transfer Form.❑ Rollover - you have receipt of your funds.❑ Inherited IRA *- Name of Decedent Date of Death Date of Birth ❑ IRA Rollover❑ Rollover IRA to Rollover IRA❑ Direct Rollover from qualified plan – complete any additional form(s) required by your Plan Administrator.
Gift (default) Re-Registration (Self) (name change, divorce/separation, individual to trust, etc.) Inheritance (death of TRANSFEROR) Date of Death (Required) Estate Transfer (for executor use only) Date of Death (Required) Qualified Estate* Valuation Date (for executor use only) * There is a special rule under the estate tax that allows the executor to elect a different valuation date in certain cases.
Add all previous owners of this IRA/Roth IRA below: IRA Owner’s Name Date of Birth (mm/dd/yyyy) Date of Death (mm/dd/yyyy)IRA Owner’s Name Date of Birth (mm/dd/yyyy) Date of Death (mm/dd/yyyy) D.
Please provide the following personal information concerning the Decedent: Name (all names used during lifetime): Residence Address: Social Security No.: Date of Birth (“DOB”): Date of Death (“DOD”) Year Calif.
Date of Birth Date of Death 4) ..........................................................................................................................................................................................................