{"id":223806,"date":"2025-05-13T13:10:08","date_gmt":"2025-05-13T17:10:08","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?post_type=ibkr-reporting-page&p=223806"},"modified":"2025-06-09T12:16:18","modified_gmt":"2025-06-09T16:16:18","slug":"irabeneficiaries","status":"publish","type":"ibkr-reporting-page","link":"https:\/\/www.interactivebrokers.com\/campus\/ibkr-reporting-page\/irabeneficiaries\/","title":{"rendered":"IRABeneficiaries"},"content":{"rendered":"\n

Only applicable for retirement accounts. <\/p>\n\n\n\n

PrimaryBeneficiaryEntity | ContingentBeneficiaryEntity<\/h3>\n\n\n\n
Name<\/th>Type<\/th>Description<\/th><\/tr><\/thead>
EntityType<\/td>Trust
Charity
Estate<\/td>		Entity Type<\/td><\/tr>
Name<\/td>String<\/td>Name of the entity.<\/td><\/tr>
Location (city, country, postal_code, state, street_1, street_2) <\/td>*See ‘Residence | Location’ table below.<\/td>Address registered to the entity.<\/td><\/tr>
ArticleOfWill<\/td>String<\/td> <\/td><\/tr>
Ownership (percentage)<\/td>Non-negative integer value<\/td> <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

PrimaryBeneficiary | ContingentBeneficiary<\/h3>\n\n\n\n
Name<\/th>Type<\/th>Description<\/th><\/tr><\/thead>
Name (first, last) <\/td>String<\/td>Name of the beneficiary<\/td><\/tr>
DOB<\/td>YYYYMMDD<\/td>Date of birth for beneficiary<\/td><\/tr>
Identification (ssn, legal_residence_state, legal_residence_country)<\/td>ssn = string
legal_residence_state = 3122 ISO Code
legal_residence_country = Country Name<\/td>		 <\/td><\/tr>
Residence<\/td>*See ‘Residence | Location’ table below.<\/td>Address where beneficiary resides.<\/td><\/tr>
Relationship<\/td>Brother
Daughter
Father
Husband
Mother
Other
Sister
Son
Spouse<\/td>		Relationship between beneficiary and account holder.<\/td><\/tr>
Ownership (percentage) <\/td>Non-negative integer value<\/td> <\/td><\/tr>
PerStirpes<\/td>Yes
No<\/td>		Indicate if beneficiary is per stirpes designation<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Residence | Location<\/h3>\n\n\n\n
Name<\/th>Type<\/th>Description<\/th><\/tr><\/thead>
country<\/td>3 Digit ISO Code<\/a> OR Country Name<\/td>Country which the address is located.<\/td><\/tr>
state<\/td>3166-2 ISO Code<\/a><\/td>State which the address is located.<\/td><\/tr>
city<\/td>String; Max characters 100<\/td>City whcih address is located<\/td><\/tr>
postal_code<\/td>String; Max characters 20<\/td>Postal \/ Zip code.<\/td><\/tr>
street_1<\/td>String; Max characters 200<\/td>Street which the address is located.<\/td><\/tr>
street_2<\/td>String; Max characters 200<\/td>Street which the address is located.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Decedent<\/h3>\n\n\n\n
Name<\/th>Type<\/th>Description<\/th><\/tr><\/thead>
first_name<\/td>String<\/td>First name of the decedent<\/td><\/tr>
last_name<\/td>String<\/td>Last name of the decedent<\/td><\/tr>
date_of_birth<\/td>YYYYMMDD<\/td>Date of birth for decedent<\/td><\/tr>
date_of_death<\/td>YYYYMMDD<\/td>Date of death for decedent<\/td><\/tr>
SSN<\/td>String<\/td>SSN of decedent<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

Only applicable for retirement accounts. PrimaryBeneficiaryEntity | ContingentBeneficiaryEntity Name Type Description EntityType TrustCharityEstate Entity Type Name String Name of the entity. Location (city, country, postal_code, state, street_1, street_2)  *See ‘Residence | Location’ table below. Address registered to the entity. ArticleOfWill String   Ownership (percentage) Non-negative integer value   PrimaryBeneficiary | ContingentBeneficiary Name Type Description Name (first, last)  […]<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"ibkr-reporting":[19223],"class_list":{"0":"post-223806","1":"ibkr-reporting-page","2":"type-ibkr-reporting-page","3":"status-publish","5":"ibkr-reporting-acct_status"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nIRABeneficiaries | IBKR Campus<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/ibkr-reporting-page\/223806\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IRABeneficiaries\" \/>\n<meta property=\"og:description\" content=\"Only applicable for retirement accounts. 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