Fillable Designation of Beneciaries for IRA Plan (Navy Federal Credit Union)

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Designation of Beneciaries for IRA Plan (Navy Federal Credit Union)

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Access No.
Page 1
Name: First MI Last Sufx
Address: Street City State Zip Code
Social Security No. (SSN)
Date of Birth (MM/DD/YYYY)
Home Telephone No.
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Name: First MI Last Sufx Date of Birth (MM/DD/YYYY) Social Security No. (SSN)
Address: Street City State Zip Code Relationship Percentage
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Name: First MI Last Sufx Date of Birth (MM/DD/YYYY) Social Security No. (SSN)
Address: Street City State Zip Code Relationship Percentage
%
Name: First MI Last Sufx Date of Birth (MM/DD/YYYY) Social Security No. (SSN)
Address: Street City State Zip Code Relationship Percentage
%
Entity Name: (Trust, Estate, or Non-Profit Organization) Tax ID No. (SSN/EIN/TIN) Percentage
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Name: First MI Last Sufx Date of Birth (MM/DD/YYYY) Social Security No. (SSN)
Address: Street City State Zip Code Relationship Percentage
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Name: First MI Last Sufx Date of Birth (MM/DD/YYYY) Social Security No. (SSN)
Address: Street City State Zip Code Relationship Percentage
%
Name: First MI Last Sufx Date of Birth (MM/DD/YYYY) Social Security No. (SSN)
Address: Street City State Zip Code Relationship Percentage
%
Entity Name: (Trust, Estate, or Non-Profit Organization) Tax ID No. (SSN/EIN/TIN) Percentage
%
Additional information on reverse.
This document contains both information and form fields. To read information, use the Down Arrow from a form field.
© 2012 Ascensus, Inc.
© 2021 Navy Federal NFCU 584 (2-21)
Navy Federal
®
Designation of Beneciaries for IRA Plan
This form can be used to change, add, or remove beneficiaries for your Roth,
SEP, or Traditional IRA Plan(s). Numerous situations affect whether your
beneficiary designations are up to date, and may include death of a beneficiary,
divorce, or birth of a child. If you wish, you may keep a copy for your records.
Please return this completed form through one of the following methods:
Digital Banking: Attach signed form to eMessage
Fax: Number (703) 206-4250
Visit your local branch
Mail: P.O. Box 3001, Merrield, VA 22119-3001
Toll-Free Number:
(888) 842-6328
A. Your Information
IRA Plan Type (Please check box(es) for appropriate plan(s))
Traditional IRA SEP IRA Roth IRA
If you would like different beneciaries for each plan type, please complete a separate Designation of Beneciaries for IRA Plan application for each.
Select one:
Replace Beneficiary(ies) - I designate the individual(s) or entity(ies) named below as my primary and/or contingent beneciary(ies) of this/these IRA Plan(s)
and hereby revoke all prior beneciary(ies) designations, if any, made by me.
Add Beneficiary(ies) - I designate the individual(s) or entity(ies) named below as my primary and/or contingent beneciary(ies) of this/these IRA Plan(s). This list
supplements and does not replace the beneciary(ies) previously designated by me on the date specied. (When adding beneficiaries, if the share percentage of
(a) previously designated beneficiary(ies) change(s), restate all beneficiaries and the corresponding share percentage if the percentages are no longer correct.)
Remove Beneficiary(ies) - Remove all principal and contingent Beneciary(ies) from this/these IRA Plan(s). I understand that without a designated beneciary,
all IRA account(s) under this/these plan(s) will be transferred to an Estate account upon my death.
B. Principal Beneciary(ies)
C. Contingent Beneciary(ies)
(if any)
If more than one primary beneciary is designated and no distribution percentages are indicated, the beneciaries will be deemed to own equal share
percentages in the IRA Plan(s). Multiple contingent beneciaries with no share percentage indicated will also be deemed to share equally. If any primary or
contingent beneciary dies before me, his/her interest and the interest of his/her heirs shall terminate completely, and the percentages share of any remaining
beneciary(ies) shall be increased on a pro rata basis. If no primary beneciary(ies) survive(s) me, the contingent beneciary(ies) shall acquire the designated
share of my IRA Plan(s). Additional information on reverse.
Clear
Page 2
© 2012 Ascensus, Inc.
© 2021 Navy Federal NFCU 584 (2-21)
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Signature of Spouse (I agree to the naming of (a) primary beneficiary(ies) other than myself by the IRA Owner named below.)
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Date (MM/DD/YYYY)
Signature of IRA Owner
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Date (MM/DD/YYYY)
Verication of Change Signature
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Date (MM/DD/YYYY)
D. Spousal Consent (for use in community or marital property states)
This section should be reviewed if either the trust or the residence of the IRA holder is located in a community or marital property state and the IRA holder is
married. Due to the important tax consequences of giving up one’s community property interest, individuals signing this section should consult with a competent
tax or legal advisor.
Current Marital Status
I Am Not Married - I understand that if I become married in the future, I must complete a new IRA Designation of Beneciary form.
I Am Married - I understand that if I choose to designate a primary beneciary other than my spouse, my spouse must sign below.
I am the spouse of the above-named IRA holder. I acknowledge that I have received a fair and reasonable disclosure of my spouses’s property and nancial
obligations. Due to the important tax consequences of giving up my interest in this IRA, I have been advised to see a tax professional.
I hereby give the IRA holder any interest I have in the funds or property deposited in this IRA and consent to the beneciary designation(s) indicated above. I assume
full responsibility for any adverse consequences that may result. No tax or legal advice was given to me by the Trustee.
Community property or marital property laws govern the primary rights of married individuals in some states. In these states, Navy Federal requires spousal
consent when an IRA holder wishes to name someone other than, or in addition to, their spouse as an IRA beneficiary.
The following are community property states:
• Alaska (if elected)
• Arizona
• California
• Idaho
• Louisiana
• Nevada
• New Mexico
• Texas
• Washington
Wisconsin is presently the only marital property state.
E. Signature
Important: Please read before signing.
• The Social Security Number(s) for all designated beneciaries is/are required information. This ensures proper distribution in the event of the IRA
holder’s death.
• This beneciary designation is subject to all the terms and provisions of the Individual Retirement Trust Account under Section 408(a) of the Internal Revenue
Code and shall be effective only if received prior to my death by Navy Federal Credit Union.
• This designation shall be effective with respect to my entire interest in my IRA Plan(s), which remains unpaid at my death or at the subsequent death(s) of
my beneciary(ies).
• If more than one person is named as beneciary, each payment to be made pursuant to this designation shall be paid in equal shares or as otherwise indicated
above to such of the beneciaries who are living at the time such payment becomes due. Payment to contingent beneciaries, if any, will be made only after
receipt by Navy Federal of proof of death of the principal beneciary(ies).
• I reserve the right to change this designation at any time or times during my lifetime by ling a new beneciary designation with the Trustee.
• Navy Federal Credit Union is hereby authorized to pay any assets remaining in my IRA Plan(s) at or after my death according to the terms of the Trust
Agreement to the beneciary(ies) designated above and subject to the conditions above.
F. IRA Representative
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Designation of Beneciaries for IRA Plan (Navy Federal Credit Union)

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Completed 27 May 2021

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