Individual Account

North Carolina Renunciation and Disclaimer of Property - Individual Retirement Account, Annuity, or Bond
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State:
North Carolina
Control #:
NC-02-03
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Available formats: Word

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Description

This form is a Renunciation and Disclaimer of the proceeds in an Individual Retirement Account, an Annuity, or a Bond by a beneficiary who gained an interest in the proceeds upon the death of the decedent, but, pursuant to the North Carolina General Statutes, Chapter 31B, has chosen to disclaim the proceeds of the account(s). Therefore, the proceeds will devolve to others as though the beneficiary predeceased the decedent. The form also contains a state specific acknowledgment and a certificate to verify delivery.

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FAQ

What does it mean to disclaim an inheritance?

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Is a disclaimer a gift?

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Which of the following are requirements of a qualified disclaimer?

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