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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
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