Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "s/o do you have a death binder"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous][quote=Anonymous][quote=Anonymous]Do account numbers really matter? If I tell Fidelity my parent died and give them the SSN surely they will just close out all of the related accounts?[/quote] It's more an issue with a spouse who isn't closing things out and still needs access. But even with others, I'd rather have the means to confirm rather than knowing/trusting that all the accounts have been found and accounted for.[/quote] Aren't you not supposed to access a decedent's accounts unless you are named on the account? I guess maybe if you needed statements for their final tax return you might need this? I also thought Fina called institutions locked accounts pretty quickly after they learn about the death of the account holder. Seems like you could also get the account information from a tax transcript too no? I think all of my accounts that send me 1099s list the account number on them.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
