Death certificates are verified within 5-7 business days, at which point inheritors will be notified.
We will help you along the way. The time needed to transition assets depends on individual circumstances and when proper information is completed and received. Most transfers are completed within a few weeks.
Are you a institutional investor?
The death of a spouse may dramatically change your financial situation. So, as soon as you are comfortable, it is important to assess your financial affairs.
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Inheriting investments from a loved one is typically pretty straightforward. When the estate settles, assets transfer into your name. Inheriting investments from an Individual Retirement Account (IRA) is a little more complicated.
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An estate plan is for everyone. It helps you put clear directive in place to determine what to do with your estate and to protect your loved ones.
Inheriting assets from a loved one can have a significant impact on you. The most important thing to consider is how the new assets affect your portfolio mix and if they fit your risk tolerance. You may need to sell if the fit isn’t right.
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The IRS identifies specific RMD rules to follow when you inherit an IRA. It's important to understand these rules and obligations as they may have tax implications.
*All fields required, unless noted otherwise.
An entity (such as a charity or other organization), an estate, or a trust as the account's beneficiary.
Please provide us details for the deceased member. We will limit account access.
Certain states require additional documentation when transferring inherited assests.
For a quicker account transition process, we recommend uploading a legible copy or photo of the death certificate if you have one.
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See how we can assist you in completing the inheritance of a workplace savings account. This transfer process depends on the type of plan you’re inheriting. Begin by giving us a call at 866-984-4646.
