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IRA Beneficiaries
When the owner of a Sit IRA has died, depending upon who the IRA beneficiary is, certain forms should be completed and returned.
These Forms are Always Required
- An original copy of the death certificate (can be returned upon request)
- A notarized Affidavit of Domicile:
Affidavit of Domicile
When the IRA Beneficiary is the Spouse
- This form is required: Spouse Beneficiary IRA Inheritance Request Form
- Complete this form, too, if the IRA beneficiary is a spouse that would like to move some or all of the proceeds into a new Sit IRA: Sit Traditional and Roth IRA Application and Disclosure Statement
When the IRA Beneficiary is Not the Spouse
- This form is required: Non-Spouse, Trust, Estate, or Entity Beneficiary IRA Inheritance Request Form
- Complete this form, too, if the IRA beneficiary is not the spouse and the proceeds are to be moved into a new Sit IRA: Inherited IRA for Non-Spouse, Trust, Estate or Entity Application and Adoption Agreement
Disclaim
- If you are a Sit IRA beneficiary and would like to disclaim part or all of what you have inherited, use this form: Disclaimer and Affidavit for Designated Beneficiary
Inherited IRA Distribution Request Form
- If your Inherited IRA has already been established, use this form to request a one-time redemption, set up systematic redemptions, or request that Required Minimum Distributions be calculated and paid out. Inherited IRA Distribution Request Form