Why send an amendment to an IRA, HSA, or CESA owner or beneficiary?
Tax & AccountingComplianceOctober 12, 2020

Why send an amendment to an IRA HSA or CESA owner or beneficiary

In many cases, regulations or a governmental agency like the Internal Revenue Service can require amendments are sent to account owners. The last time the IRS required an amendment for changes made to the IRA Form 5305 agreements was 2002.
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