Stock Transfer
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Anonymous
| My husband passed away four years ago. He had stocks (SAIC & Leidos) and the dividend checks have been sent, but I never cashed them. How can I transfer these stocks to me and can I get these checks reissued to me? Do I need to pay taxes on the last four years and how would I do this? Should I contact a CPA to assist with this? |
Anonymous
| Figure out where the stock is held - Computershare/EquatePlus? Another broker? Contact them, explain situation, and go from there for the process. |
Anonymous
| If you have the dividend checks, they should be able to point you to the holder. |
Anonymous
| Did your husband have a designated beneficiary? If so, those checks belong to the beneficiaries upon his death and the stock transferred to the beneficiaries. Were the stocks titled in both names as tenants entirety? If so, the stocks and dividends are automatically yours and all you need to do is provide death certificate to the trading company, Schwab, fidelity, vanguard, whatever. Alternatively, if it is neither of the above, the stocks and dividends are a part of your husband’s estate and must go through probate. |