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What happens with a decedent’s IRA Account?

Frequently Asked Question

Citadel will start the paperwork for an IRA account and forward to our administrator, Ascensus, which handles all paperwork for the named beneficiaries of the IRA. If no beneficiaries are named, the funds will go to the decedent’s estate. Verification of beneficiary information may be requested. IRA accounts are processed separately.

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