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IRA beneficiary designation pre-divorce


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Guest mieumom
Posted

I filed for divorce in Calif 4/08. We have a special needs daughter with a revocable special needs trust with my SSN as the tax id.

My will be ex-husband moved his IRAs from one brokerage to another. The new brokerage sent him an "IRA beneficiary designation form" to complete that needs my signature. On the form he specifies 50% to spouse(me); 25% to his daughter by a former marriage; 25% to the Special Needs Trust.

I don't know if the new brokerage knows that we are divorcing.

Question: is this a ploy for me to relinquish a portion of his IRA that is due me in the splitting of community assets?

Thank you in advance for your reply.

  • 4 weeks later...
Posted

You need to consult your divorce lawyer.

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