Get Sposual Inheritance Form

Filling out the spousal inheritance form online can be straightforward if you follow the right steps. This guide will provide you with clear and detailed instructions to ensure your form is completed correctly, helping you navigate the process with confidence.

Follow the steps to complete the spousal inheritance form online.

1. Click 'Get Form' button to access the spousal inheritance form and open it in your selected editor.
2. In the first section, provide the required account information, including the account number of the original owner, their name, Social Security number, and the date of death in MM/DD/YYYY format.
3. Proceed to fill out the spousal beneficiary information. Include the name, Social Security number, date of birth, and residential address (note that P.O. Box is not acceptable). Also, provide your daytime phone number and email address.
4. Select your U.S. citizenship status by choosing either 'U.S. Citizen' or 'Resident alien.' If you are a resident alien, indicate your country of citizenship.
5. Choose your distribution option, selecting from the four available choices: Transfer to an existing IRA, Transfer to a new IRA, Transfer to an Inherited IRA, or Lump sum distribution. Provide any additional information required for your selected option.
6. If applicable, fill in required minimum distribution details, indicating the amount if funds need to be distributed due to a Required Minimum Distribution being unmet.
7. Complete the tax withholding information, consulting legal or tax advisors as needed. Indicate any federal and state withholding amounts as applicable.
8. Designate beneficiaries for the Inherited IRA, ensuring percentages total 100%. Clearly provide names, relationships, and any required identification numbers.
9. Provide information about your financial advisor if applicable. Include their identification and contact details.
10. Affix your signature and date the form, ensuring all provided information is accurate and complete. Secure a Medallion Signature Guarantee where necessary.
11. Review the completed form for accuracy and save your changes. You can download, print, or share the form as needed.

Start completing your spousal inheritance form online today!