Get Inherited Ira Application - Bolton Global Capital

Filling out the Inherited IRA Application is an important step in managing inherited retirement assets. This guide provides a comprehensive, step-by-step approach for completing the application online, ensuring users can navigate the form with confidence.

Follow the steps to complete your Inherited IRA Application.

1. Click ‘Get Form’ button to obtain the Inherited IRA Application and open it in your preferred editor.
2. Provide your account information. In this section, designate the financial organization managing your inherited IRA and include relevant identifiers such as account number and RR number.
3. Enter details about the preceding IRA owner. This includes their first name, middle initial, last name, date of birth, and date of death. Remember to attach a copy of the decedent's death certificate.
4. If applicable, check the 'Mutual Fund Only' box to establish a Mutual Fund Only inherited IRA, ensuring no other investments will be combined in this account.
5. Input your personal information as the inheritor. Include your first name, middle initial, last name, gender, social security or tax ID number, and mailing address. Indicate your marital status accordingly.
6. Fill out the required minimum distribution information if applicable. Choose your relationship to the decedent, provide your date of birth, and state whether you are a spouse or non-spouse.
7. Complete the beneficiary designation section, noting names, percentages, and relevant details for primary and contingent beneficiaries. Ensure the total percentages equal 100%.
8. If applicable, complete the spousal consent section to ensure your designations are valid, especially if your primary beneficiary is not your spouse.
9. Review and acknowledge the certification section, confirming eligibility for the IRA, the truthfulness of the information provided, and your understanding of the requirements. Sign and date the application.
10. Once all sections are completed, save your changes. You can then download, print, or share the filled-out form as needed.

Start your Inherited IRA Application process online today!