Indiana House Bill 1081

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Spectrum: Moderate Partisan Bill (Republican 4-1)
Status: Engrossed on January 29 2025 - 50% progression
Action: 2025-02-18 - First reading: referred to Committee on Insurance and Financial Institutions
Pending: Senate Insurance & Financial Institutions Committee
Text: Latest bill text (Comm Sub) [PDF]

Distributions to charitable beneficiaries. 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 charitable organization submits a certain affidavit.

Distributions to charitable beneficiaries.

Rep. Ethan Manning [R]	Rep. Jake Teshka [R]	Rep. Kyle Pierce [R]	Rep. Mike Andrade [D]
Sen. Scott Baldwin [R]

2025-01-28 - House - House - Third reading (Y: 91 N: 0 NV: 4 Abs: 5) [PASS]

Date	Chamber	Action
2025-02-18	Senate	First reading: referred to Committee on Insurance and Financial Institutions
2025-01-29	House	Referred to the Senate
2025-01-28	House	Representatives Teshka, Pierce K, Andrade added as coauthors
2025-01-28	House	Third reading: passed; Roll Call 23: yeas 91, nays 0
2025-01-28	House	Senate sponsor: Senator Baldwin
2025-01-27	House	Second reading: ordered engrossed
2025-01-21	House	Committee report: amend do pass, adopted
2025-01-08	House	First reading: referred to Committee on Financial Institutions
2025-01-08	House	Authored by Representative Manning

Type	Source
Summary	https://iga.in.gov/legislative/2025/bills/house/1081/details
Text	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.01.INTR.pdf
Text	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.02.COMH.pdf
Amendment	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/committee-amendments/amendments/HB1081.01.INTR.AMH01.pdf
Supplement	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/fiscal-notes/HB1081.01.INTR.FN001.pdf
Supplement	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/votesheets/HB1081.01.INTR.08.pdf
Supplement	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/committee-reports/HB1081.01.INTR.CRH001.pdf
Supplement	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/fiscal-notes/HB1081.02.COMH.FN001.pdf
Supplement	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/fiscal-notes/HB1081.02.COMH.FN002.pdf
Supplement	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/fiscal-notes/HB1081.02.COMH.FN003.pdf
Roll Call	https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/rollcalls/HB1081.23_H.pdf