HB 1081

  • Indiana House Bill
  • 2025 Regular Session
  • Introduced in House
  • Passed House Jan 28, 2025
  • Passed Senate Apr 01, 2025
  • Became Law May 06, 2025

Distributions to charitable beneficiaries.

Abstract

Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. 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: (1) charitable organization submits a certain affidavit.

Bill Sponsors (6)

Votes


Actions


May 06, 2025

House

Public Law 220

Office of the Governor

Signed by the Governor

Apr 29, 2025

Senate

Signed by the President of the Senate

Apr 24, 2025

Senate

Signed by the President Pro Tempore

Apr 23, 2025

House

Signed by the Speaker

Senate

Conference Committee Report 1: adopted by the Senate; Roll Call 495: yeas 47, nays 0

Apr 22, 2025

Senate

CCR # 1 filed in the Senate

House

Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 517: yeas 91, nays 0

House

CCR # 1 filed in the House

Apr 10, 2025

Senate

Senate conferees appointed: Baldwin and Randolph Lonnie M

Senate

Senate advisors appointed: Qaddoura and Schmitt

House

House advisors appointed: Teshka, Pierce K and Miller K

House

House conferees appointed: Manning and Andrade

Apr 03, 2025

House

House dissented from Senate amendments

Apr 02, 2025

House

Motion to dissent filed

Senate

Returned to the House with amendments

Apr 01, 2025

Senate

Third reading: passed; Roll Call 322: yeas 49, nays 0

Mar 31, 2025

Senate

Reread second time: amended, ordered engrossed

Senate

Amendment #1 (Bassler) prevailed; voice vote

Senate

Amendment #2 (Bassler) prevailed; voice vote

Senate

Amendment #3 (Gaskill) prevailed; voice vote

Mar 18, 2025

Senate

Placed back on second reading

Mar 17, 2025

Senate

Second reading: ordered engrossed

Mar 13, 2025

Senate

Senator Randolph added as cosponsor

Senate

Committee report: amend do pass, adopted

Feb 18, 2025

Senate

First reading: referred to Committee on Insurance and Financial Institutions

  • Reading-1
  • Referral-Committee
Insurance and Financial Institutions

Jan 29, 2025

House

Referred to the Senate

Jan 28, 2025

House

Representatives Teshka, Pierce K, Andrade added as coauthors

House

Third reading: passed; Roll Call 23: yeas 91, nays 0

House

Senate sponsor: Senator Baldwin

Jan 27, 2025

House

Second reading: ordered engrossed

Jan 21, 2025

House

Committee report: amend do pass, adopted

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
Enrolled House Bill (H) PDF
Engrossed House Bill (H) PDF
House Bill (S) PDF PDF
Introduced House Bill (H) PDF

Related Documents

Document Format
Fiscal Note: HB1081.05.ENRS.FN001 PDF

Sources

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