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Notes on filling the Wells Fargo Ira Beneficiary Designation Form

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Advice of Fulfilling the Wells Fargo Ira Beneficiary Designation Form

hey I'm Paul rambling I'm an estate.planning attorney want to jump right in.and talk about the complex or custom or.customized beneficiary designation so.I'm Paul Rabelais to help you know our.clients around Louisiana get and keep.their estate legal affairs in order this.comes up occasionally and it probably.should come up more but people probably.ignore the situation and it comes up.because you know it's funny sometimes I.see these wills which are 30 and 40.pages long and they cover all these.different scenarios and all these.situations but in reality someone's IRA.may be their largest financial asset and.so the will 30 or 40 pages long has.nothing to do with where of the IRA goes.when the IRA owner dies the IRA owner.has a beneficiary designation form and.he has about three inches to designate.how he wants his ír he or she how they.want their IRA to go when they pass away.so you got a thirty and forty page wheel.that customizes all this stuff and then.you got a three-inch line on a.beneficiary designation form to control.where the largest asset goes it's a.little Hilter little little little messy.okay so what I want to do is talk about.the three generally the three different.types of beneficiary designations and.and when different types apply it with.an emphasis toward the customized.beneficiary designation alright so you.know most people know enough to know.that IRA is life insurance annuities.401k assets they all are disposed of.pursuant to the beneficiary designation.form most people know the will or Trust.has nothing to do with where those types.of accounts go it's all controlled by.the beneficiary designation that trumps.whatever a will or trust might say so.the beneficiary designation becomes.really important the typical the.traditional beneficiary designation just.is is what you typically see on a.beneficiary designation form you can.designate a primary beneficiary or.beneficiaries you can designate.contingent.beneficiaries most married couples the.traditional is I designate my spouse as.the 100% primary beneficiary and then I.designate my children as the contingent.beneficiaries in equal portions.something to that effect that's the.traditional fairly easy but then we get.to number two where you know that model.doesn't work and so then then there's.sometimes a discussion about naming a.trust as a beneficiary of let's call it.a retirement account because it often.comes up with the IRAs that's the.typically the bigger asset of the.beneficiary designation assets oh whoa.you can have some large life insurance.policies and annuities out there but the.IRA you know they worked for the company.they're retired rolled it over to an IRA.it's their big asset all right so.sometimes naming spouse as primary and.children as contingent doesn't cut it.and here's one scenario like that second.marriage husband has three kids of his.own wife has two kids of her own husband.has a million dollar IRA and he could.name his wife as the beneficiary and his.kids at the contingent that sounds right.but in reality that doesn't work because.his kids have no protection whatsoever.if he dies before his wife if he dies.before his wife and he names his wife as.the primary beneficiary hundred percent.all of his IRA will go into an IRA for.her and she gets to completely control.where that IRA goes when she dies and.it's gonna go to her kids his kids.aren't gonna get squat so the.traditional often you know that that.makes these you know married couples who.have been married previously and their.children previously uneasy so sometimes.and you got to be careful because there.are many many income tax consequences.when you name trusts as beneficiaries.but some people will in those.circumstances name a trust the husband.will name a trust as the beneficiary of.his IRA that trust might say after he.dies.his wife would get her required.distributions and if and maybe the trust.might say if she needs more than that.for her.the typical Stander's health education.maintenance in support she can use his.IRA but when she dies she doesn't get to.control where the rest goes it goes back.to his kids so he's providing for his.wife but he's making sure that when she.dies what's left goes back to his kids.gotta have a gotta have a trust and name.a trust as the beneficiary of the.retirement account to be able to provide.it for the benefit of someone and then.they have it go back to where you direct.when that someone passes away so that's.the second kind of beneficiary.designation first was traditional second.is naming a trust and then we get to the.custom customized complex beneficiary.designation which when the other two.just flat-out don't apply so we have to.create custom beneficiary designations.when the circumstances just warrant it.when might the circumstances warrant it.mm let me give you an example let's say.dad has three kids and for whatever.reason he wants child number one of the.three children so he wants to make sure.that child number one gets $500,000 when.he dies for whatever reason maybe that.child was in an accident and he just.knows that's how much his child is gonna.need to to make it you know through the.child's remaining years and so he you.know and and maybe the other two.children support that concept maybe they.do maybe they don't it doesn't matter.but he you know that's one of his.primary goals is to make sure child.number one gets five hundred thousand.dollars when he dies and he wants that.money to come from his IRA so he doesn't.know what the value of his IRA will be.when he dies let's say right now it's.worth 1.5 million dollars but it could.go up it could go down he'll take.required distributions it maybe it's 2.million when he dies maybe it's $600,000.but he wants to make sure child number.one gets $500,000 so really the only way.to accomplish that.with a custom beneficiary designation.and so you kind of throw the traditional.forms out the window don't really throw.them out the window because you've got.to say see the attached custom.beneficiary designation but we have to.really start on a blank piece of paper.and then draft that beneficiary.designation which might say something.like if dad's IRA exceeds 1.5 million.dollars on the date dad dies then dad's.IRA is to go to the three children.equally.and then that custom beneficiary.designation might go on to say that if.dad's IRA is worth less than 1.5 million.dollars when Dad dies then child number.one or a child a whatever you want to.call it will be the beneficiary of the.first five hundred thousand dollars of.that IRA and children B and C will.divide the remainder so that's just one.of many many many different scenarios.that might warrant a custom beneficiary.designation got to be careful like I.mentioned earlier many income tax rules.come into play many financial.institutions have their own set of rules.for what must be in a custom or complex.beneficiary designation so you have to.make sure you follow the financial.institutions rules on creating that.custom beneficiary designation or.perhaps they won't accept it and then.you're in in for a real pickle so those.are three types traditional spouse.primary children contingent trusts leave.my IRA to a trust so this person can.benefit from it but when this person.dies it goes back to these people and.then custom for a variety of reasons we.we could get into in a later video we.probably won't so just but I want people.to know that if you know their.circumstances are unusual complex.they're all there is that opportunity to.create a a custom beneficiary.designation form got it really go.through an attorney to do that and not.just any attorney one.understands all these rules on custom.beneficiary designations so I hope that.helps comment below you know your input.or questions that you may have kind of.starting something new with this video.want to start using my videos to answer.the questions that are asked of me so I.at this point now I still read all of.the comments - all of the videos I get.them so if you have a question that.you'd like to have addressed in a video.like this just ask it in a comment below.of course we want you to subscribe.because you'll find out as we create new.educational videos we want you to like.them but like the video and you know all.that good stuff so if you have questions.put them in the comments below if they.make sense I'll do my best to answer.them in a video nothing like this I'm.Paul Rabelais y'all have a great day.

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Wells Fargo Ira Beneficiary Designation Form FAQs

Hit on answers to listed questions about Wells Fargo Ira Beneficiary Designation Form . Discover the most ordinary topics and more.

Need help? Contact support

How do I transfer my IRA from Wells Fargo to another bank?

The technique, Paul Richard said it all. I could not have said it better. Now be ware of the termination fees, and sometimes they are hefty and can eat up all the earning you might have made. In light of this FEE, you may want to ask yourself 3 questions: Why am I making the transfer 2. Is the benefit worth the cost? 3. Is the new place good enough for many ..many years, or I have to go thru this costly messy process again? How much is termination fee in the new place? Good luck

How can I fill out Google's intern host matching form to optimize my chances of receiving a match?

I was selected for a summer internship 2016. I tried to be very open while filling the preference form: I choose many products as my favorite products and I said I'm open about the team I want to join. I even was very open in the location and start date to get host matching interviews (I negotiated the start date in the interview until both me and my host were happy.) You could ask your recruiter to review your form (there are very cool and could help you a lot since they have a bigger experience). Do a search on the potential team. Before the interviews, try to find smart question that you are Continue Reading

How long does it take to find out your pre-approval home loan from Wells Fargo?

You should be able to get a pre-qualification letter the same day you submit your documents. A pre-approval can take longer depending on that specific companies process. At my company we can get some purchasers pre-approved in less than an hour. Others require an underwriter to go through the file which takes a couple of days. Learn more on my website at www.robtennysonmortgages.com

I recently opened a Fidelity Roth IRA and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?

A W-9 form provides your taxpayer identification number and is needed for most things related to taxes. Your IRA contributions need to be reported to get your tax deduction, so… About Form W-9 | Internal Revenue Service

How do I fill out the form of DU CIC? I couldn't find the link to fill out the form.

Just register on the admission portal and during registration you will get an option for the entrance based course. Just register there. There is no separate form for DU CIC.

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