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Reply to "If brokerage account didn't have a beneficiary listed"
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[quote=Anonymous]Huge pain in the rear to access the money with no listed beneficiary. Just went through this with my dad. My mom inherited everything but had to set up a tax ID number for his estate, have the money transferred to that and only then could she access the funds. And she is old school so she didn't understand how to get an EIN number or fill out the Schwab paperwork and had to sit down with her lawyer for assistance. [/quote]
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