HB 1081

  • Indiana House Bill
  • 2025 Regular Session
  • Introduced in House
  • House
  • Senate
  • Governor

Distributions to charitable beneficiaries.

Abstract

Provides that if a charitable organization is designated as the beneficiary of an individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy, a financial institution or insurance company in control of the funds must transfer the funds directly to the charitable organization without requiring certain conditions to be satisfied, if the charitable organization submits a certain affidavit.

Bill Sponsors (1)

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Actions


Jan 08, 2025

House

First reading: referred to Committee on Financial Institutions

  • Reading-1
  • Referral-Committee
Financial Institutions

House

Authored by Representative Manning

Bill Text

Bill Text Versions Format
Introduced House Bill (H) PDF

Related Documents

Document Format
Fiscal Note: HB1081.01.INTR.FN001 PDF

Sources

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