Reply to s/o do you have a death binder

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[quote=Anonymous][quote=Anonymous][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]

Only the PR of an estate can get a transcript.

So you have to wait until an estate is opened and wait for the IRS to process your transcript request. All the while being in the dark and possibly needing funds to pay final debts and expenses.[/quote]

I was thinking you could just log on to their IRS account and pull the transcript from there.[/quote]

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