Get Ira Death Beneficiary Designation Interactive Brokers Form

Completing the IRA Death Beneficiary Designation Interactive Brokers Form is a vital step in ensuring your assets are distributed according to your wishes after your passing. This guide provides clear and supportive instructions to help you navigate the form with confidence.

Follow the steps to successfully complete your designation form.

1. Click ‘Get Form’ button to access the IRA Death Beneficiary Designation form and open it in the designated area for editing.
2. In Section #1, provide your personal account information. Fill in all required fields, including your Interactive Brokers account number and social security number, ensuring accuracy.
3. Proceed to Section #2, which focuses on beneficiary information. Start with the primary beneficiary section and enter the necessary details, including beneficiary type, name, date of birth, tax identification number, relationship to you, and allocation percentage.
4. If you have additional primary or contingent beneficiaries, complete the corresponding sections with the required information. Ensure that the allocation percentages total 100% for both primary and contingent beneficiaries.
5. In the Authorization & Signature section, sign and date the form to authorize your beneficiary designations. Make sure to retain a copy for your records.
6. If you're married and designated a non-spouse as a primary beneficiary, you must complete the spousal consent section. The spouse needs to sign and have their signature notarized, acknowledging their consent.
7. Once all sections are completed, review the form for accuracy and clarity. Ensure there are no alterations or crossed-out items, as these will not be accepted.
8. Submit the completed and signed form by fax to 312-984-1032 or by mailing it to Interactive Brokers LLC, Attn: Retirement Accounts, 209 South LaSalle Street, 10th Floor, Chicago, IL 60604.

Complete your IRA Death Beneficiary Designation form online today to secure your legacy.