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Subject:  Re: 401K/IRA in probate Date:  12/10/2018  2:57 PM
Author:  Wradical Number:  128254 of 129252

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.
Ok. But I never had that problem. Of course, I was dealing with cases where there were designated beneficiaries, and I was calling as both the personal rep of the estate and as a beneficiary myself.

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