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Message
re: Legal advice - 403(b) plan
Posted on 3/28/24 at 4:02 pm to CajunInFL
Posted on 3/28/24 at 4:02 pm to CajunInFL
quote:
We are having a hard time opening an estate account for my father since he has passed away.
It only takes a few minutes to apply for an estate tax ID # online. Take that to the bank & open account.
Thats probably quicker than going round and round with a financial institution. I had problems w Thrift Savings Plan dealing w my sisters estate. They took about 8 months of going back and forth to get the money transferred to named benificiaries
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