ombskid Posted July 23, 2013 Posted July 23, 2013 In general, is there ever a requirement that an IRA holder's spouse approve the designation of a beneficiary that is not to the IRA holder's spouse?
masteff Posted July 23, 2013 Posted July 23, 2013 It appears that state law may require it in some places. Looking at the following BDF, they cite community property laws in several states as requiring it. http://www.wellsfargoadvantagefunds.com/pdf/forms/desig_bene.pdf (But that's as far as I researched it so it's a far from complete answer. You'd need to research further if you have a specific question in a specific state.) Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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