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Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score 9 Replies 2,916 Views
Post #173053854 added 09-26-2024 10:41 AM by zzyzzx in Finance
If the person you want to be your beneficiary happens to already has an account at that same financial institution, then the financial institution in question already has your beneficiaries SS#. ...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score 9 Replies 2,916 Views
Post #168913726 added 01-25-2024 2:46 PM by Wally01 in Finance
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...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score 9 Replies 2,916 Views
Post #168915766 added 01-25-2024 4:31 PM by maddog55 in Finance
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 9 Replies 2,916 Views
Post #168918202 added 01-25-2024 7:07 PM by YanksIn2009 in Finance
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 9 Replies 2,916 Views
Post #173139060 added 10-01-2024 8:30 PM by maddog55 in Finance
That law is the U.S. Internal Revenue Code (think IRS). When someone inherits an asset from a deceased person, the asset transfers to the heir at the current market value. This is referred to as...
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score 9 Replies 2,916 Views
Post #173058837 added 09-26-2024 3:05 PM by WindySummer in Finance
There is some law that allows the beneficiary to sell stock and not pay ton in taxes, You pay $50 share, it doubles to $100 and somehow the beneficiary can avoid the taxes.
Beneficiary and SSN question
Thread created 01-25-2024 by Wally01
0 Score 9 Replies 2,916 Views
Post #168926575 added 01-26-2024 8:08 AM by Wally01 in Finance
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 9 Replies 2,916 Views
Post #169428589 added 02-23-2024 11:50 AM by Markwin25 in Finance
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 9 Replies 2,916 Views
Post #168926086 added 01-26-2024 7:50 AM by Wally01 in Finance
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 9 Replies 2,916 Views
Post #173344593 added 10-14-2024 1:05 AM by WindySummer in Finance
^ ^ Great Explanation.

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