The form was ruled invalid ... normally allow the benefits to pass directly to John Doe’s contingent beneficiary. Disclaimer can be extremely helpful when two spouses die within a short period ...

A qualified disclaimer is a legal refusal to accept property that allows the beneficiary to avoid tax consequences, treating the property as if it was never received, if specific requirements are met.

Form 1310 is usually filed by a beneficiary of the deceased or by the executor of the estate of the deceased. Form 1310 is an IRS form used to claim a federal tax refund for the beneficiary of a ...

The contingent beneficiaries named on the IRA beneficiary designation form (to inherit the IRA if ... and Iris as if Lily had predeceased Rose. A disclaimer is a refusal to accept a gift or ...

Any beneficiary who is “eliminated” by distribution of that beneficiary’s benefit or by disclaimer is disregarded in determining ... failure to make RMDs was subject to an excise tax (reported on Form ...

A “qualified disclaimer” is a tax-effective way to ... From time to time, retirement plan administrators may be contacted by a beneficiary who wants a deceased participant’s benefit to ...

You can't beat free! I chose my sister as my life insurance beneficiary at that time. When I got married, I filled out a form on my company's intranet to update the beneficiary from my sister to ...

The most important thing is to actually complete the beneficiary form in the first place. Then review it as needed. If you can’t find it, fill out a new form. It is a short and easy form to ...

Question: My mother is the trustee of her revocable living trust, with me as the sole beneficiary. The only asset in the trust is my mother’s house. My mother wants to simplify things and record ...