# Mont. Code Ann. § 53-25-111: 53-25-111 Changes in designated beneficiary

> Montana · Statutes · In force

URL: https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-111

## Section

- **Citation:** Mont. Code Ann. § 53-25-111
- **Heading:** 53-25-111 Changes in designated beneficiary
- **Jurisdiction:** Montana
- **Kind:** Statutes
- **Status:** In force
- **Text as of:** August 14, 2026
- **Source:** Compiled text
- **Location:** MT Code / Title 53 / Chapter 25 / Part 1 / Section 53-25-111

## Text

53-25-111 . Changes in designated beneficiary. (1) A designated beneficiary or agent may change the designated beneficiary of an account to an individual who is a member of the family of the former designated beneficiary in accordance with procedures established by the department.

(2) If requested by a designated beneficiary or agent, all or a portion of an account may be transferred through a rollover distribution to another account for which the designated beneficiary is a member of the family of the designated beneficiary of the transferee account.

(3) Changes in designated beneficiaries and rollover distributions under this section are not permitted if the changes or rollover distributions would violate:

(a) the excess contributions provisions adopted by the department; or

(b) the investment choice provisions of 53-25-112 .

## Nearby sections

- [Mont. Code Ann. § 53-25-101 53-25-101 Short title](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-101.md)
- [Mont. Code Ann. § 53-25-102 53-25-102 Purpose](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-102.md)
- [Mont. Code Ann. § 53-25-103 53-25-103 Definitions](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-103.md)
- [Mont. Code Ann. § 53-25-104 53-25-104 Program administration -- rulemaking](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-104.md)
- [Mont. Code Ann. § 53-25-105 53-25-105 Program oversight committee -- membership -- powers and duties](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-105.md)
- [Mont. Code Ann. § 53-25-109 53-25-109 Program requirements -- application -- establishment of account -- contributions](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-109.md)
- [Mont. Code Ann. § 53-25-110 53-25-110 Qualified and nonqualified withdrawals -- rulemaking](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-110.md)
- [Mont. Code Ann. § 53-25-111 53-25-111 Changes in designated beneficiary](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-111.md)
- [Mont. Code Ann. § 53-25-112 53-25-112 Selection of financial institution as program manager -- contract -- termination](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-112.md)
- [Mont. Code Ann. § 53-25-113 53-25-113 Limitations](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-113.md)
- [Mont. Code Ann. § 53-25-117 53-25-117 Deductions for contributions](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-117.md)
- [Mont. Code Ann. § 53-25-118 53-25-118 Tax on certain withdrawals of deductible contributions](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-118.md)
- [Mont. Code Ann. § 53-25-119 53-25-119 Access to records](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-119.md)
- [Mont. Code Ann. § 53-25-120 53-25-120 Account not counted as resource](https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-120.md)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/statutes/STATE_MT_T53_C25_P1_S53-25-111. Check the current official text before relying on it. Not legal advice.