The beneficiary form is the single most important estate ... Absent favorable default provisions in the custodial agreement, an individual who inherits an IRA without being named (or being ...

Are the forms in agreement? Verify that your up-to-date form matches the form held by the institution. Also, a review of the beneficiary form may turn up custodial restrictions on how your IRA can ...

the other party involved in the agreement cannot later remove that person as a beneficiary, even in the case of a divorce, disownment, estrangement, falling out, or another form of separation or ...

The terms of that contract can be found in your bank account signature card, beneficiary agreement or similar account ... Because the bank’s form did not allow for the per stirpes language ...

Pursuant to the land trust agreement, the beneficiary retains the power of direction to instruct and direct the trustee to act in accordance with the beneficiary’s wishes, and the trustee serves ...