This doesn't make any sense. I could see requiring the death certificate to establish the inherited IRA, but what earthly need would the custodian have for it when the beneficiary wants to make a withdrawal? Sounds like just another financial "service provider" who forgot whose money it is.PhilRule Your Retirement Home Fool Phil,There are some crazy requirements occurring on the brokerage side. I opened an educational IRA in October 2012 at a brokerage (I have had a taxable account with the same brokerage for 12 years, plus I opened another educational IRA account for another family member there going on three years now). I had to enter my SS# when I established this new educational IRA. About a month later the brokerage contacted me and indicated I need to provide my SS# and other data. I responded via email that I have an existing account with the brokerage and they should use data from that account as validation. Quiet for about three weeks. Then, this week I received a more strongly worded email- "provide SS# and other data or lift security freeze on a credit bureau for us to validate, otherwise ..." I called them up, talked to a live person and they indicated it was a new requirement. I have never had to validate data about myself when I havepreviously opened accounts, IRA or otherwise.
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