Fabio
102 lines
6.5 KiB
Markdown
102 lines
6.5 KiB
Markdown
---
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type: "Bill"
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title: "Distributions to charitable beneficiaries."
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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."
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jurisdiction: "us/states/in"
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legislature: "Indiana General Assembly"
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session: "2025"
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identifier: "HB 1081"
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citation: "Indiana HB 1081 (2025)"
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classification: ["bill"]
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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"]
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status: "enacted"
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primary_sponsors: ["Ethan Manning", "Scott Baldwin"]
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version_count: 4
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action_count: 34
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vote_count: 4
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first_action: "2025-01-08"
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last_action: "2025-05-06"
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source: "openstates"
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source_identifier: "ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e"
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source_url: "https://api.iga.in.gov/2025/bills/hb1081"
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source_hash: "e992ddccc93c16a99bd3a79934439780c8e1f499c6fa2e3107e59315d016673d"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-in"]
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---
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# Indiana HB 1081 (2025) — Distributions to charitable beneficiaries.
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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.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **Engrossed House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.04.ENGS.pdf)
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2. **Enrolled House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.05.ENRS.pdf)
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3. **House Bill (S)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.03.COMS.pdf)
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4. **Introduced House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.01.INTR.pdf)
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## Votes
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- HB 1081 - Manning — **91–0** (pass) · lower
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- HB 1081 - Baldwin — **47–0** (pass) · upper
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- HB 1081 - Baldwin - 3rd Reading — **49–0** (pass) · upper
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- HB 1081 - Manning - 3rd Reading — **91–0** (pass) · lower
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## Sponsors
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- Ethan Manning — primary (person)
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- Scott Baldwin — primary (person)
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- Jake Teshka — coauthor (person)
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- Kyle Pierce — coauthor (person)
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- Lonnie Randolph — cosponsor (person)
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- Mike Andrade — coauthor (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2025-01-08** First reading: referred to Committee on Financial Institutions `reading-1, referral-committee`
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- **2025-01-08** Authored by Representative Manning
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- **2025-01-21** Committee report: amend do pass, adopted `committee-passage`
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- **2025-01-27** Second reading: ordered engrossed `reading-2`
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- **2025-01-28** Senate sponsor: Senator Baldwin
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- **2025-01-28** Representatives Teshka, Pierce K, Andrade added as coauthors
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- **2025-01-28** Third reading: passed; Roll Call 23: yeas 91, nays 0 `passage, reading-3, reading-3`
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- **2025-01-29** Referred to the Senate `referral`
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- **2025-02-18** First reading: referred to Committee on Insurance and Financial Institutions `reading-1, referral-committee`
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- **2025-03-13** Committee report: amend do pass, adopted `committee-passage`
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- **2025-03-13** Senator Randolph added as cosponsor
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- **2025-03-17** Second reading: ordered engrossed `reading-2`
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- **2025-03-18** Placed back on second reading
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- **2025-03-31** Amendment #2 (Bassler) prevailed; voice vote `amendment-passage`
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- **2025-03-31** Amendment #1 (Bassler) prevailed; voice vote `amendment-passage`
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- **2025-03-31** Amendment #3 (Gaskill) prevailed; voice vote `amendment-passage`
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- **2025-03-31** Reread second time: amended, ordered engrossed `reading-2`
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- **2025-04-02** Motion to dissent filed `filing`
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- **2025-04-01** Third reading: passed; Roll Call 322: yeas 49, nays 0 `passage, reading-3, reading-3`
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- **2025-04-02** Returned to the House with amendments `receipt`
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- **2025-04-03** House dissented from Senate amendments
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- **2025-04-10** Senate conferees appointed: Baldwin and Randolph Lonnie M
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- **2025-04-10** House conferees appointed: Manning and Andrade
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- **2025-04-10** House advisors appointed: Teshka, Pierce K and Miller K
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- **2025-04-10** Senate advisors appointed: Qaddoura and Schmitt
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- **2025-04-22** CCR # 1 filed in the House `filing`
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- **2025-04-22** CCR # 1 filed in the Senate `filing`
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- **2025-04-22** Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 517: yeas 91, nays 0
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- **2025-04-23** Signed by the Speaker `passage`
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- **2025-04-23** Conference Committee Report 1: adopted by the Senate; Roll Call 495: yeas 47, nays 0
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- **2025-04-24** Signed by the President Pro Tempore `passage`
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- **2025-05-06** Signed by the Governor `executive-signature`
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- **2025-04-29** Signed by the President of the Senate `passage`
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- **2025-05-06** Public Law 220 `became-law`
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## Source
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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).
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