Questions and Answers
Does an IRA owner’s spouse have to sign a spousal consent if the IRA owner wants to name a person other than the spouse as beneficiary?
In a community/marital property state (CA, NV, AZ, NM, TX, LA, WA, ID, WI) spousal consent is required whenever an IRA owner does not name his/her spouse as sole primary beneficiary. In any other state, state beneficiary laws and/or financial organization policy should be observed.
(Posted: 08/27/2008)
