How to provide evidence of Beneficiary on IRA

[gregoryagu 30]

I have a TD Ameritrade IRA which names my wife as the Primary Beneficiary.

 

However, I have not been able to find a way to document this except by taking a screenshot of the account.  The monthly statements do not include this information.

 

Is a screenshot acceptable?  Or maybe do the screenshot, and also provide the monthly statement?

[Sukie 1,460]

We did screenshots for several things like this.  Most of the time there is a date and timestamp from the screenprint - that is helpful, because they can see exactly when you made the screen shot.

 

Good luck!

 

Sukie in NY

[Chocobo 196]

I took screenprints (like right click, "Print") of my insurance stuff, emergency contact for my employer/benefits, etc., when we did our AoS and it was accepted no problem.