Beneficiary Tool

IRA Owner's Date of Birth

YYYY

IRA Owner's Date of Death

YYYY

Beneficiary Type

Beneficiary’s Date of Birth

YYYY

IRA Type

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

Yes

Is the Nonspouse Beneficiary disabled or chronically ill?

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

Yes

I don't know

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

Yes

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

Autofill One | Autofill Two | Autofill Three | Autofill Four (#16)

Important Information

Pacific Premier Trust is not responsible for the accuracy or completeness of the information you input into this tool.

The Beneficiary Options tool is for educational and informational purposes only and is not intended as a substitute for specific individualized tax, legal, or investment advice. Where specific advice is necessary or appropriate, Pacific Premier Trust recommends you consult with a qualified tax and/or financial advisor. Depending on factors that include but are not limited to, the type of beneficiary, date of birth of both beneficiary and deceased IRA owner, and date of death of the IRA owner, there are different rules for required minimum distributions and potential penalties. Please understand these rules before opening your account or using this tool.