As used in this chapter, unless the context otherwise requires: (a) âDesignationâ means a designation made pursuant to Section 6321. (b) âInstrumentâ includes all of the following: (1) An insurance, annuity, or endowment contract (including any agreement issued or entered into by the insurer in connection therewith, supplemental thereto, or in settlement thereof). (2) A pension, retirement benefit, death benefit, stock bonus, profit-sharing or employeesâ saving plan, employee benefit plan, or contract created or entered into by an employer for the benefit of some or all of his or her employees. (3) A self-employed retirement plan, or an individual retirement annuity or account, established or held pursuant to the Internal Revenue Code. (4) A multiple-party account, as defined in Section 5132. (5) Any other written instrument of a type described in Section 5000.
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