# Indiana HB 1081: Distributions to charitable beneficiaries.

Indiana HB 1081, Distributions to charitable beneficiaries., is a First Regular Session 124th General Assembly (2025) House bill sponsored by Ethan Manning (Republican); status signed, last action 2025-05-06 (Public Law 220) (as of 2026-10-19).

- Canonical: https://policyrisk.com/state-bill/IN-HB1081-2025
- As of: 2026-10-19
- Plain-text twin of the page above; the HTML and this file carry the same facts.

## Facts
- Bill: Indiana HB 1081
- State: Indiana
- Session: First Regular Session 124th General Assembly (2025)
- Title: Distributions to charitable beneficiaries.
- Status: signed
- Chamber: House
- Introduced: 2025-01-08
- Last action: 2025-05-06, Public Law 220
- Sponsor: Ethan Manning (Republican)
- Cosponsors: 5
- Subjects: financial institutions, the senate, insurance and financial institutions
- Touches household money: no
- Roll calls: 4 (278 yes, 0 no in all)
- Economic provisions PRIA read: 2

## Summary

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.

## Bill overview: provisions PRIA read

- Beneficiaries gain clearer death certificate access: benefit, low. Beginning July 1, 2025, beneficiaries of listed accounts and policies count as having a direct interest in death certificates. These include individual retirement accounts, other retirement accounts, transfer-on-death brokerage accounts, annuities, and life insurance. Applicants must still show tha…
- Charities gain protections for inherited funds: benefit, low. Beginning July 1, 2025, banks, other covered financial institutions, and insurers must send funds directly to eligible charities named as beneficiaries. Covered assets include individual retirement accounts, other retirement accounts, transfer-on-death brokerage accounts, annuities, and life insura…

## Sponsors and cosponsors

- Sponsor: Ethan Manning (Republican), House
- Cosponsor: Jake Teshka (Republican), House
- Cosponsor: Kyle Pierce (Republican), House
- Cosponsor: Lonnie Randolph (Democratic), Senate
- Cosponsor: Mike Andrade (Democratic), House
- Cosponsor: Scott Baldwin (Republican), Senate

## Roll call votes

| Date | Chamber | Motion | Result | Yes | No | Other |
| --- | --- | --- | --- | --- | --- | --- |
| 2025-04-23 | Senate | Conference Committee Report 1: adopted by the Senate | pass | 47 | 0 |   |
| 2025-04-22 | House | Rules Suspended. Conference Committee Report 1: adopted by the House | pass | 91 | 0 |   |
| 2025-04-01 | Senate | Third reading: passed | pass | 49 | 0 |   |
| 2025-01-28 | House | Third reading: passed | pass | 91 | 0 |   |

## Actions (34)

- 2025-05-06: Public Law 220 (House)
- 2025-05-06: Signed by the Governor (House)
- 2025-04-29: Signed by the President of the Senate (Senate)
- 2025-04-24: Signed by the President Pro Tempore (Senate)
- 2025-04-23: Conference Committee Report 1: adopted by the Senate; Roll Call 495: yeas 47, nays 0 (Senate)
- 2025-04-23: Signed by the Speaker (House)
- 2025-04-22: Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 517: yeas 91, nays 0 (House)
- 2025-04-22: CCR # 1 filed in the Senate (Senate)
- 2025-04-22: CCR # 1 filed in the House (House)
- 2025-04-10: Senate advisors appointed: Qaddoura and Schmitt (Senate)
- 2025-04-10: House advisors appointed: Teshka, Pierce K and Miller K (House)
- 2025-04-10: House conferees appointed: Manning and Andrade (House)
- 2025-04-10: Senate conferees appointed: Baldwin and Randolph Lonnie M (Senate)
- 2025-04-03: House dissented from Senate amendments (House)
- 2025-04-02: Returned to the House with amendments (Senate)
- 2025-04-02: Motion to dissent filed (House)
- 2025-04-01: Third reading: passed; Roll Call 322: yeas 49, nays 0 (Senate)
- 2025-03-31: Reread second time: amended, ordered engrossed (Senate)
- 2025-03-31: Amendment #3 (Gaskill) prevailed; voice vote (Senate)
- 2025-03-31: Amendment #1 (Bassler) prevailed; voice vote (Senate)
- 2025-03-31: Amendment #2 (Bassler) prevailed; voice vote (Senate)
- 2025-03-18: Placed back on second reading (Senate)
- 2025-03-17: Second reading: ordered engrossed (Senate)
- 2025-03-13: Senator Randolph added as cosponsor (Senate)
- 2025-03-13: Committee report: amend do pass, adopted (Senate)
- 2025-02-18: First reading: referred to Committee on Insurance and Financial Institutions (Senate)
- 2025-01-29: Referred to the Senate (House)
- 2025-01-28: Third reading: passed; Roll Call 23: yeas 91, nays 0 (House)
- 2025-01-28: Representatives Teshka, Pierce K, Andrade added as coauthors (House)
- 2025-01-28: Senate sponsor: Senator Baldwin (House)
- 2025-01-27: Second reading: ordered engrossed (House)
- 2025-01-21: Committee report: amend do pass, adopted (House)
- 2025-01-08: Authored by Representative Manning (House)
- 2025-01-08: First reading: referred to Committee on Financial Institutions (House)

## Bill text

- Engrossed House Bill (H): [PDF](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.04.ENGS?format=pdf)
- Enrolled House Bill (H): [PDF](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.05.ENRS?format=pdf)
- House Bill (S): [PDF](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.02.COMH?format=pdf), [PDF](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.03.COMS?format=pdf)
- Introduced House Bill (H): [PDF](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.01.INTR?format=pdf)

## Related bills

- SB 324: Criminal procedures. (signed)
- SB 231: Various corrections matters. (signed)
- SB 80: Code publication. (signed)
- SB 453: Various tax matters. (signed)
- SB 464: Financial institutions and consumer credit. (signed)
- SB 371: Workforce matters. (signed)

## Sources
- [Engrossed House Bill (H) (PDF)](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.04.ENGS?format=pdf)
- [Enrolled House Bill (H) (PDF)](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.05.ENRS?format=pdf)
- [House Bill (S) (PDF)](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.02.COMH?format=pdf)
- [House Bill (S) (PDF)](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.03.COMS?format=pdf)
- [Introduced House Bill (H) (PDF)](https://api.iga.in.gov/2025/bills/HB1081/versions/HB1081.01.INTR?format=pdf)

## Related
- [SB 324: Criminal procedures.](https://policyrisk.com/state-bill/IN-SB324-2025)
- [SB 231: Various corrections matters.](https://policyrisk.com/state-bill/IN-SB231-2025)
- [SB 80: Code publication.](https://policyrisk.com/state-bill/IN-SB80-2025)
- [SB 453: Various tax matters.](https://policyrisk.com/state-bill/IN-SB453-2025)
- [SB 464: Financial institutions and consumer credit.](https://policyrisk.com/state-bill/IN-SB464-2025)
- [SB 371: Workforce matters.](https://policyrisk.com/state-bill/IN-SB371-2025)
- [Indiana bills](https://policyrisk.com/states/indiana/bills)
- [Indiana state hub](https://policyrisk.com/states/indiana)
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Source: PRIA, https://policyrisk.com/state-bill/IN-HB1081-2025 (as of 2026-10-19).