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