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FIDELITY IRA AND INHERITED IRA APPLICATION INSTRUCTIONS Complete this application if you are a beneficiary of an IRA (including Traditional, Rollover, Roth, SEP, or SIMPLE), an Inherited IRA, or employer-sponsored
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Incomplete applications will be rejected. IRAs All IRAs opened and maintained on or after July 1, 1994, do not require this form, unless you are creating a Roth IRA (or are providing instructions to beneficiaries of an inherited IRA who were under age 59 ½ at the date of the owner's death). Other IRAs opened before July 1, 1994, for those under age 59 ½, must have a separate instruction for creation of an IRA and transfer of assets into it. You can also use this application. Roth IRA Beneficiaries This application is for parents or guardians or custodians of an inherited Roth IRA with the following exceptions. The application must be signed on behalf you buy the executor of the estate of the deceased owner (if deceased). For the purpose of creating a Roth IRA for the beneficiary's benefit, the deceased owner is described by his/her Social Security number (if not recorded for the deceased owner in the Social Security Administration's Death Master File), the IRA account balance, a copy of the will or estate, or the name, address and date of birth of the deceased owner's successor, by whichever was applicable. The application must be signed at least three business days (90 days) before the year of death. For purposes of creating a Roth IRA for the beneficiary's benefit, the successor is described in the original account owner's will or by the address and date of death of the account owner's successor, whichever was applicable. Other IRA Beneficiaries If you are opening this application for a spouse or your own beneficiary, and you provide his/her Social Security number, the application must be signed by the spouse/dependent or the beneficiary/spouse/dependent, or by someone who knows the individual to be married/dependent, but will be signing on behalf of both spouse/dependent/dependent and the dependent/spouse/dependent. Also, this application must be signed by: Either the surviving spouse/dependent/dependent or the beneficiary/spouse/dependent (depending on the type of IRA). If a beneficiary's estate leaves the IRA in the deceased owner's name or if a beneficiary will leave the IRA in its entirety to the beneficiary, such as in a beneficiary release, the application must be signed by: Someone authorized to sign on behalf of the beneficiary by his/her beneficiary release or designation letter. The account owner's representative.
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