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Individual Account

State:
California
Control #:
CA-07-03
Format:
Word; 
Rich Text
Instant download

Description Renunciation Account Application

This form is a Renunciation and Disclaimer of an Individual Retirement Account, Annuity, or Bond. The beneficiary has acquired an interest in the proceeds of an individual retirement account, annuity, or bond. Pursuant to the California Probate Code Div. 2, Part 8, Chap. 2, the beneficiary has chosen to disclaim all rights to the proceeds. Under California law, the beneficiary must list within the disclaimer the individual(s) who will take the interest or the right to inherit. The form also contains a state specific acknowledgment and a certificate to verify delivery.

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How to fill out Disclaimer Retirement Account Form?

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Individual Account