Sample IRA Designation of Beneficiary Form for Multiple IRA Trusts

• Author: Seymour Goldberg
• Profession: Senior partner in the law firm of Goldberg & Goldberg, P.C., in Woodbury, New York
• Pages: 154-156

154

SAMPLE IRA

DESIGNATION OF

BENEFICIARY FORM

FOR MULTIPLE IRA

TRUSTS

(IRA PAYABLE TO MULTIPLE IRA TRUSTS

WHERE THERE ARE TWO TRUSTS INVOLVED)

PAUL SM AR T

100 Harvard Street

Northport, New York 11721

Social Securit y No. 088-45-4545

Date of Birth: 06/15/50

INDIVIDUAL RETIREMENT ACCOUNT

XYZ INSTITUTION

IRA DESIGNATION OF BENEFICIARY FORM

ACCOUNT NO.: 12345

In the event that I am survived by my gra ndson, Christopher Smart,

then in that event fif ty percent (50%) of the benefits of this IR A shall be

paid to the Paul Smart Irrevocable Trust for the Benefit of Christopher

Smart, dated July 31, 2012, between Paul Smart as Grantor and Mar-

tin Smart as Trustee. In the event that I am sur vived by my grandson,

David Smart, t hen in that event fift y percent (50%) of the benefits of

this IR A shall be paid to the Paul Smart Irrevocable Trust for the Ben-

efit of David Smart, d ated July 31, 2012, between Paul Smart as Gr antor

and Marti n Smart as Trustee.

In the event that I am not sur vived by my grandson, Christopher

Smart, then in t hat event said fift y percent (50%) share shall be payable

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