TroyRiley
Jun 11 2004, 02:54 PM
Can anyone provide information regarding the law as it relates to acceptance of electronic beneficary designations? If the beneficiary designation form is provided online and we don't require a signed, printed copy, is it ok to accept the digital signature at the bottom of the online form? Thanks for any information you can provide.
Appleby
Jun 13 2004, 05:49 AM
It appears that an electronic signature is acceptable in instances where spousal consent is not required.
IRS Notice 99-1 ( Click on the hyperlink)
IRS Notice 99-1