Person selected by an owner of a retirement account to inherit the retirement account balance. The beneficiary must be a person or a trust of individuals and should not be an estate or a charity.
Related information about designated beneficiary:
- Designated Beneficiary Definition | Investopedia
The person who determines how long the retirement plan will survive as a tax- deferred vehicle under the laws governing certain retirement plans.
- Colorado's Designated Beneficiaries Law
REGISTER YOUR Designated Beneficiary Agreement ... The benefits of Designated Beneficiary Agreements will help many Coloradans for years to come .
- DESIGNATED BENEFICIARY AGREEMENT - Colorado's ...
This designated beneficiary agreement is operative in the absence of other estate planning documents and will be superseded and set aside to the extent it ...
- Colorado's Designated Beneficiary Agreement Act
Designated Beneficiary Agreements became law effective July 1, 2009. Designated Beneficiary Agreements allows two unmarried people to affirm in writing that ...
- Denver Designated Beneficiary Agreements
This page contains information about designated beneficiary agreements in the City and County of Denver. (Server: DGWEB02)
- Picking your IRA beneficiary may be more important than a will - Jun ...
Jun 28, 2000 ... The designated beneficiary is the person whose life expectancy is used ... Without a designated beneficiary, the IRA will generally be paid out ...
- designated beneficiary | Probate, Trusts, and Estate Law Blog
Jul 16, 2012 ... Posts with designated beneficiary on Palo Alto probate, trusts and estate law attorney Janet Brewer gives practical examples, tips, and guides.
- Reg §1.401(a)(9)-4. Determination of the designated beneficiary ...
Who is a designated beneficiary under section 401(a)(9)(E)? A-1. A designated beneficiary is an individual who is designated as a beneficiary under the plan.