# Does your loved one have retirement accounts?

**URL:** https://thewidowcollaborative.com/compass_v2/introducing-the-widows-compass/following-loss/weeks-to-months/obtain-a-valuation-of-all-assets-property-in-your-loved-ones-name/does-your-loved-one-have-retirement-accounts/
**Author:** scribe
**Published:** March 18, 2024

> 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...

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- 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