Iowa Beneficiary Designation Review Checklist
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What's Included
State-specific Beneficiary Designation Review Checklist for Iowa residents. Covers Iowa Uniform TOD Security Registration Act (Iowa Code § 633A.3101 et seq.), Iowa Transfer on Death Security Registration, and Iowa POD bank accounts under Iowa financial institution statutes. Addresses post-divorce automatic revocation (Iowa Code § 633A.2804), SECURE Act coordination for inherited IRAs, Iowa Medicaid estate recovery (Iowa Code § 249A.53), minor beneficiary UTMA custodianship (Iowa Code § 565B.1 et seq.), and estate-as-beneficiary problems. Notes Iowa inheritance tax applicability (Iowa Code § 450.1 et seq.) on beneficiary transfers. Includes Iowa-specific action checklist. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Iowa attorney for advice specific to your situation.
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