Solved: How to answer if I inherited the Pershing LLC as Agent for M&T Bank.

How to answer if I inherited the Pershing LLC as Agent for M&T Bank.

I just need to know how to answer - yes or no. This is not an inheritance, but a qualified rollover from a pension plan.

posted

No, you only indicate inherited if you are the beneficiary of a decedent's account.

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No, you only indicate inherited if you are the beneficiary of a decedent's account.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How to answer if I inherited the Pershing LLC as Agent for M&T Bank.