Beneficiary Tool

IRA Owner's Date of Birth

MM

DD

YYYY

IRA Owner's Date of Death

MM

DD

YYYY

Beneficiary Type

Beneficiary’s Date of Birth

MM

DD

YYYY

IRA Type

Is the Nonspouse Beneficiary the child of the deceased IRA owner?

Yes

No

Is the Nonspouse Beneficiary disabled or chronically ill?

Does the trust beneficiary meet the criteria necessary to qualify as a “See-Through Trust”? ?

Yes

No

I don't know

Is the Qualified See-Through Trust intended to qualify as an “Applicable Multi-Beneficiary Trust”? ?

Yes

No

I don't know

Are any Designated Beneficiaries of the Qualified See-Through Trust a child of the deceased IRA owner who was—on the date of the IRA owner’s death—under age 21? ?

Yes

No

IRA Beneficiary Distribution Options