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Retirement tax questions
Follow the Regulation:
https://www.law.cornell.edu/cfr/text/26/301.6109-1
You can easily generate a demand letter yourself and mail it to the noncompliant beneficiary(ies).
There are also a number of sites with templates for affidavits and all you need to do is have them notarized.
March 1, 2023
4:54 PM