Appendix Form #13

AuthorJerold I. Horn
ProfessionLawyer
Pages805-807
805
[Beneciary Designation for individual retirement account. Owner is married. The author
generally deletes variable 1. Variable 5 is usable with the Portion One – Portion Two System.]
Beneciary Designation
For Account # __________
Owned by [1]
This instrument applies to all of my interest in the above-numbered account.
I revoke all prior designations of beneciary and all prior elections. Except to any
extent that I explicitly relinquish this right, I retain (to any extent permitted by
law) the right to revoke any or all of this Beneciary Designation during my life.
1 [I. Method of Distribution
I direct the distribution of the benet attributable to my interest during my life
to me, and after my death to the beneciary (determined according to the Ben
-
eciary Designation at II), according to the method of distribution determined
according to this I.
(A) I direct the distribution of the benet attributable to my interest accord-
ing to such method of distribution as
(1) is permissible according to the governing instrument and applicable
law and
(2) if I am living when the selection is made, I select, or, if I am deceased
when the selection is made, the beneciary selects.
(B) Subject to (A), to the governing instrument, to reasonable constraints
for purposes of administration and to applicable law, but otherwise without
regard to whatever method of distribution is applicable, I during my life shall
have the right to procure immediate distribution of so much or all, if any, of
the benet attributable to my interest as I direct, and the beneciary after my
death shall have the right to procure immediate distribution of so much or
all, if any, of the interest of the beneciary as the beneciary directs, at any
time and from time to time.
(C) To such extent (if any) as the beneciary and I do not select (according to
(A)) a method of distribution different from this (C), I direct the distribution
Appendix Form #13

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