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IRABeneficiaries

Posted May 13, 2025 at 1:10 pm

Pia Teschner

Only applicable for retirement accounts.

PrimaryBeneficiaryEntity | ContingentBeneficiaryEntity

NameTypeDescription
EntityTypeTrust
Charity
Estate
Entity Type
NameStringName of the entity.
Location (city, country, postal_code, state, street_1, street_2) *See ‘Residence | Location’ table below.Address registered to the entity.
ArticleOfWillString 
Ownership (percentage)Non-negative integer value 

PrimaryBeneficiary | ContingentBeneficiary

NameTypeDescription
Name (first, last) StringName of the beneficiary
DOBYYYYMMDDDate of birth for beneficiary
Identification (ssn, legal_residence_state, legal_residence_country)ssn = string
legal_residence_state = 3122 ISO Code
legal_residence_country = Country Name
 
Residence*See ‘Residence | Location’ table below.Address where beneficiary resides.
RelationshipBrother
Daughter
Father
Husband
Mother
Other
Sister
Son
Spouse
Relationship between beneficiary and account holder.
Ownership (percentage) Non-negative integer value 
PerStirpesYes
No
Indicate if beneficiary is per stirpes designation

Residence | Location

NameTypeDescription
country3 Digit ISO Code OR Country NameCountry which the address is located.
state3166-2 ISO CodeState which the address is located.
cityString; Max characters 100City whcih address is located
postal_codeString; Max characters 20Postal / Zip code.
street_1String; Max characters 200Street which the address is located.
street_2String; Max characters 200Street which the address is located.

Decedent

NameTypeDescription
first_nameStringFirst name of the decedent
last_nameStringLast name of the decedent
date_of_birthYYYYMMDDDate of birth for decedent
date_of_deathYYYYMMDDDate of death for decedent
SSNStringSSN of decedent

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