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What happens to the IRA account if I die?
A deceased customer’s IRA account is considered a part of their estate and will belong to their heirs after their passing.
To withdraw the death funds, the required documents are:
- Death Certificate,
- Owner’s Birth Certificate,
- Beneficiary’s or Beneficiaries’ Birth Certificate(s),
- Beneficiaries’ photo IDs with signatures,
- Claim form,
- Claim acceptance,
- Lien Cancelation or Short Estate Tax Return
