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SAMPLE IRA CONDUIT TRUST BENEFICIARY DESIGNATIONS

The following is a suitable beneficiary designation for an IRA or other retirement account which is intended to be paid directly to the surviving spouse or to the IRA Conduit Trust if the spouse predeceases the IRA owner: Primary beneficiary: [spouse] Contingent beneficiary: the IRA Conduit Trust created under [THE SMITH FAMILY TRUST dated...] This assumes that the family trust has an IRA Conduit Trust Provision in it. *** The following is a suitable beneficiary designation for an IRA or other retirement account owned by an unmarried person which is intended to pass to the IRA Conduit Trust at death: Primary beneficiary: the IRA Conduit Trust created under [THE JOHN SMITH FAMILY TRUST dated...] Contingent beneficiary: none This assumes that the family trust has an IRA Conduit Trust provision in it.

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