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Other financial discussions
Interesting. That's what we were thinking.
What code is in box 7? 4
Were you (and siblings) the named beneficiary or was the estate the benificuary? Yes, we were named beneficiary.
Was the distribution made prior or after death? No, after his death
Was the account trustee notified of the death so they could change the payee and name? Yes, we did this in person.
‎February 24, 2020
9:46 AM