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Date of Birth of Oldest Trust Beneficiary- Enter the date of the birth of the oldest beneficiary that is listed in the trust, if there is a non-person that is a beneficiary of the trust, please call our Product & Advice desk at 800-339-6600. The oldest trust beneficiary's DOB will always be used even if they die after the Inherited IRA in the name of the trust begins taking RMDs.
Deceased IRA Owner's Year of Death- Enter the year of death for the oringial IRA owner who is now listed as deceased on the account.