--- type: "Bill" title: "Distributions to charitable beneficiaries." description: "Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. 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: (1) charitable organization submits a certain affidavit." jurisdiction: "us/states/in" legislature: "Indiana General Assembly" session: "2025" identifier: "HB 1081" citation: "Indiana HB 1081 (2025)" classification: ["bill"] subjects: ["AGENCIES; Department of Financial Institutions (DFI)", "AGENCIES; Department of Health (IDOH)", "AGENCIES; Department of Insurance (IDOI)", "CITIES AND TOWNS; Generally", "CIVIL LAW AND PROCEDURE; Liabilities", "Damages", "and Penalties", "COURTS; Municipal Courts", "DEATH AND DECEASED; Generally", "INSURANCE; Life Insurance"] status: "enacted" primary_sponsors: ["Ethan Manning", "Scott Baldwin"] version_count: 4 action_count: 34 vote_count: 4 first_action: "2025-01-08" last_action: "2025-05-06" source: "openstates" source_identifier: "ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e" source_url: "https://api.iga.in.gov/2025/bills/hb1081" source_hash: "e992ddccc93c16a99bd3a79934439780c8e1f499c6fa2e3107e59315d016673d" vintage: "2026-07-01" source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump" retrieved_at: "2026-07-06" confidence: "reported" tags: ["legislation", "bill", "us-in"] --- # Indiana HB 1081 (2025) — Distributions to charitable beneficiaries. Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. 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: (1) charitable organization submits a certain affidavit. ## Version chain The bill's text revisions, in order — the diff chain from filing to enrollment. 1. **Engrossed House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.04.ENGS.pdf) 2. **Enrolled House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.05.ENRS.pdf) 3. **House Bill (S)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.03.COMS.pdf) 4. **Introduced House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.01.INTR.pdf) ## Votes - HB 1081 - Manning — **91–0** (pass) · lower - HB 1081 - Baldwin — **47–0** (pass) · upper - HB 1081 - Baldwin - 3rd Reading — **49–0** (pass) · upper - HB 1081 - Manning - 3rd Reading — **91–0** (pass) · lower ## Sponsors - Ethan Manning — primary (person) - Scott Baldwin — primary (person) - Jake Teshka — coauthor (person) - Kyle Pierce — coauthor (person) - Lonnie Randolph — cosponsor (person) - Mike Andrade — coauthor (person) ## Timeline The legislative action history — every referral, reading, and vote. - **2025-01-08** First reading: referred to Committee on Financial Institutions `reading-1, referral-committee` - **2025-01-08** Authored by Representative Manning - **2025-01-21** Committee report: amend do pass, adopted `committee-passage` - **2025-01-27** Second reading: ordered engrossed `reading-2` - **2025-01-28** Senate sponsor: Senator Baldwin - **2025-01-28** Representatives Teshka, Pierce K, Andrade added as coauthors - **2025-01-28** Third reading: passed; Roll Call 23: yeas 91, nays 0 `passage, reading-3, reading-3` - **2025-01-29** Referred to the Senate `referral` - **2025-02-18** First reading: referred to Committee on Insurance and Financial Institutions `reading-1, referral-committee` - **2025-03-13** Committee report: amend do pass, adopted `committee-passage` - **2025-03-13** Senator Randolph added as cosponsor - **2025-03-17** Second reading: ordered engrossed `reading-2` - **2025-03-18** Placed back on second reading - **2025-03-31** Amendment #2 (Bassler) prevailed; voice vote `amendment-passage` - **2025-03-31** Amendment #1 (Bassler) prevailed; voice vote `amendment-passage` - **2025-03-31** Amendment #3 (Gaskill) prevailed; voice vote `amendment-passage` - **2025-03-31** Reread second time: amended, ordered engrossed `reading-2` - **2025-04-02** Motion to dissent filed `filing` - **2025-04-01** Third reading: passed; Roll Call 322: yeas 49, nays 0 `passage, reading-3, reading-3` - **2025-04-02** Returned to the House with amendments `receipt` - **2025-04-03** House dissented from Senate amendments - **2025-04-10** Senate conferees appointed: Baldwin and Randolph Lonnie M - **2025-04-10** House conferees appointed: Manning and Andrade - **2025-04-10** House advisors appointed: Teshka, Pierce K and Miller K - **2025-04-10** Senate advisors appointed: Qaddoura and Schmitt - **2025-04-22** CCR # 1 filed in the House `filing` - **2025-04-22** CCR # 1 filed in the Senate `filing` - **2025-04-22** Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 517: yeas 91, nays 0 - **2025-04-23** Signed by the Speaker `passage` - **2025-04-23** Conference Committee Report 1: adopted by the Senate; Roll Call 495: yeas 47, nays 0 - **2025-04-24** Signed by the President Pro Tempore `passage` - **2025-05-06** Signed by the Governor `executive-signature` - **2025-04-29** Signed by the President of the Senate `passage` - **2025-05-06** Public Law 220 `became-law` ## Source OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e`. Confidence: reported (aggregated from official Indiana legislature records).