IRAs: Handling Complex Death Claims

Financial organizations often encounter complex beneficiary death claims, especially when there is limited regulatory guidance to navigate these situations. This comprehensive course provides an in-depth overview of aspects of Traditional and Roth IRA beneficiary issues, offering practical solutions for resolving death claims while minimizing risk.

Topics covered include advanced IRA disclaimers, distributions to trust beneficiaries, reporting requirements, handling disputes, managing minor beneficiaries, and other compliance concerns. Gain the knowledge and best practices needed to effectively manage beneficiary-related challenges and ensure compliance.

Learning Objectives:

• Master the complexities of handling IRA death claims.

• Learn best practices for managing death claims while minimizing risk.

• Evaluate and improve your IRA death claim procedures to ensure compliance.

Duration: 60-minutes

Who Should Attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists

Instructor(s): Professionals from Ascensus

Recorded: July 30, 2025.