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Beneficiary designation invalid because it was completed "too close to date of death" of IRA owner?


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Posted

Would anything invalidate a properly prepared IRA beneficiary designation that was completed a week prior to the IRA owner's death? Company policy? Something in the code? Thanks.

Posted

The mental competency of the participant or the participant's subsequent divorce or separation are the only things I can think of.

You have to comply with all provisions of the custodian agreement, so it may have to actually filed with them, etc.

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