Fillable IRA BENEFICIARY DESIGNATION (Kinecta)

Fill Online, Printable, Fillable, Blank IRA BENEFICIARY DESIGNATION (Kinecta) Form

Use Fill to complete blank online KINECTA pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

IRA BENEFICIARY DESIGNATION (Kinecta)

On average this form takes 42 minutes to complete

The IRA BENEFICIARY DESIGNATION (Kinecta) form is 2 pages long and contains:

  • 0 signatures
  • 2 check-boxes
  • 166 other fields

Country of origin: US
File type: PDF

Use our library of forms to quickly fill and sign your Kinecta forms online.

BROWSE KINECTA FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
Page 1 of 2
301 / 2303 (Rev. 4/2015) ©2015 Ascensus, Inc.
PART 1. IRA OWNER
Name (First/MI/Last) __________________________________________
Social Security Number ________________________________________
Date of Birth ____________________ Phone ______________________
Email Address ________________________________________________
Account Number__________________________________ Sux ______
ACCOUNT TYPE (Select one)
Tradional IRA         Roth IRA         SIMPLE IRA
PART 2. IRA TRUSTEE OR CUSTODIAN
To be completed by the IRA trustee or custodian
Name ______________________________________________________
Address Line 1 _______________________________________________
Address Line 2 _______________________________________________
City/State/ZIP ________________________________________________
Phone________________________ Organizaon Number ____________
CONTINGENT BENEFICIARIES on page 2
PART 3. BENEFICIARY DESIGNATION
I designate that upon my death, the assets in this account be paid to the beneciaries named below. The interest of any beneciary that predeceases
me terminates completely, and the percentage share of any remaining beneciaries will be increased on a pro rata basis. If no beneciaries are named,
my estate will be my beneciary.
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
PRIMARY BENEFICIARIES (The total percentage designated must equal 100%. If more than one beneciary is designated and no percentages are
indicated, the beneciaries will be deemed to own equal share percentages in the IRA.)
BENEFICIARY DESIGNATION
This beneciary designaon overrides all previous designaons for this IRA. The term IRA will be used below to mean Tradional
IRA, Roth IRA, and SIMPLE IRA, unless otherwise specied.
IRA
Kinecta Federal Credit Union
Attn: Member Service Support
1440 Rosecrans Ave.
Manhattan Beach, CA 90266
(800) 854-9846
11379
Page 2 of 2
301 / 2303 (Rev. 4/2015) ©2015 Ascensus, Inc.
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
Name _______________________________________________________
Address ____________________________________________________
City/State/ZIP ________________________________________________
Date of Birth _________________ Relaonship ____________________
Tax ID (SSN/TIN) ____________________ Percent Designated _________
CONTINGENT BENEFICIARIES (The total percentage designated must equal 100%. If more than one beneciary is designated and no percentages
are indicated, the beneciaries will be deemed to own equal share percentages in the IRA. The balance in the account will be payable to these
beneciaries if all primary beneciaries have predeceased the IRA owner.)
PART 4. SPOUSAL CONSENT
Spousal consent should be considered if either the trust or the residence of
the IRA owner is located in a community or marital property state.
CURRENT MARITAL STATUS
I Am Not Married – I understand that if I become married in the
future, I should review the requirements for spousal consent.
I Am Married – I understand that if I choose to designate a primary
beneciary other than or in addion to my spouse, my spouse should
sign below.
CONSENT OF SPOUSE
I am the spouse of the above-named IRA owner. I acknowledge that I have
received a fair and reasonable disclosure of my spouse’s property and
nancial obligaons. Because of the important tax consequences of giving
up my interest in this IRA, I have been advised to see a tax professional.
I hereby relinquish any interest that I may have in this IRA and consent to
the beneciary designaon indicated above. I assume full responsibility for
any adverse consequences that may result.
X____________________________________________ ____________________
Signature of Spouse Date (mm/dd/yyyy)
X____________________________________________ ____________________
Signature of Witness Date (mm/dd/yyyy)
PART 5. SIGNATURES
I understand that I may replace my beneciary designaons at any me by
compleng and delivering the proper form to the trustee or custodian.
The trustee or custodian has provided no tax or legal advice to me
regarding my beneciary designaons.
I designate the persons or enes named above as my primary and/or
conngent beneciaries of this IRA. I hereby revoke all prior beneciary
designaons, if any, made by me.
X____________________________________________ ____________________
Signature of IRA Owner Date (mm/dd/yyyy)
X____________________________________________ ____________________
Signature of Witness Date (mm/dd/yyyy)
Check here if addional beneciaries are listed on an aached addendum. Total number of addendums aached to this IRA _______________
Name of IRA Owner ______________________________________________________________, Account Number ______________________________
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

IRA BENEFICIARY DESIGNATION (Kinecta)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 25 March 2021

Message

View Audit Log
Print With Audit Log
Duplicate Document