• Your financial advisor will assist in filling out appropriate forms.
  • IRA- whoever is listed as the beneficiary will be able to claim the money.
  • 401K or Qualified Plan- the surviving spouse will inherit all of the money unless a waiver was signed giving up their right and allowing another beneficiary to be named.
  • Required documents:
    • Certified Death certificate
    • Trust Certificate if there is an existing trust
    • Account numbers