Individual Retirement Accounts
Frequently Asked Questions

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Opening an IRA

What information will I need to provide to add a beneficiary to my IRA?

You will need to provide the name, social security number, birth date, address and relationship for each of the beneficiaries you name. You will also need to designate whether the individual is the primary or contingent beneficiary and the percentage of the funds to be received. If you are married and you haven't named your spouse as your primary beneficiary, the signature of your spouse is also required.

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