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 a 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

Are any of the See-Through Trust’s underlying beneficiaries disabled or chronically ill?

Yes

No

Are any of the See-Through Trust’s underlying beneficiaries a child of the deceased IRA owner who, as of the IRA owner’s date of death, was under age 21?

Yes

No

IRA Beneficiary Distribution Options