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Lpl financial cm107 cdt form

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The document is a Distribution Request IRA Beneficiary Claim/Disclaim Form for beneficiaries of a deceased owner's IRA account with LPL Financial LLC. It outlines the process for claiming or disclaiming benefits, including necessary documentation and options available to beneficiaries such as transferring assets to a Beneficiary IRA, spousal transfers, or disclaiming the inheritance. The form requires detailed information about the deceased IRA owner and the beneficiary, along with signatures and certifications regarding tax implications and legal responsibilities.

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Begin by filling out Section 1 with the Deceased IRA Owner Information, including their name, account number, date of birth, date of death, and social security number.
Proceed to Section 2 for Beneficiary Information. Complete either A (for individuals) or B (for entities), and ensure you provide your mailing address in part C.
In Section 3, select one of the options (A, B, or C) that best describes how you wish to handle the inherited assets. Fill in the required details based on your choice.
Finally, sign and date the form in Section 4 to confirm your understanding of the terms and conditions outlined.

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