Skip to content

Chronically ill person and distributions from an IRA

Answered by:

Deborah Crawford

Question:

Do we have to document that a person is chronically ill to make them an eligible designated beneficiary?

Answer:

Yes, you will have to have a certification that this person is chronically ill from a medical person who can certify that status.

--------------------------------
Learn more about Deborah Crawford’s Inherited IRAs and Other Year End Issues webinar.

Print

First published on 11/19/2023

Filed under:

Filed under operations as:

Compliance/Compliance Management

Report a problem with this page