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Subject:  Re: 401K/IRA in probate Date:  12/10/2018  2:39 PM
Author:  vkg Number:  128253 of 129299

The Administrator is not allowed to know who the beneficiaries are for retirement accounts

Peter is correct. It is the estate Administrator that isn't allowed to know the beneficiaries for the account.

It is the responsibility of the estate Administrator to notify retirement plan Administrator's. If a beneficiary is specified, the plan Administrator contacts the beneficiary. I just found it strange that as the estate Administrator, I wasn't allowed to know if a beneficiary was even specified. Transferring the IRA to the estate EIN means that there wasn't a beneficiary but they still wouldn't state that there was no beneficiary specified.
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