Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
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5 Replies
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Chase bank does not require a social security number when you set up a beneficiary.
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score
5 Replies
1,101 Views
Thanks for the reply Yanksln209. Yeah, I need to setup a trust for myself and my other assets. I know it will be expensive but needed. I want to add beneficiaries to my CD's since they are limited in...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score
5 Replies
1,101 Views
Thanks for the reply maddog55. I use Fidelity for my other accounts and the beneficiaries SSN's are optional. I don't know about the outers but now will check first.
I hear you about using...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score
5 Replies
1,101 Views
As mentioned already, probably not the best way to do it, but maybe the easiest for the time being. You can setup a trust with instructions on it as well as put it in your will and the trustee and...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score
5 Replies
1,101 Views
The answer is yes but I cannot remember which ones. I went through this with my parents accounts at Wells Fargo, Fidelity, Vanguard, and Gabelli. Had to add a family member but didn’t have their SSN...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score
5 Replies
1,101 Views
Are there any financial institutions that don't require the social security number of a persons beneficiary's? I want to add a friend as the beneficiary but don't want them to know and well as they...
