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PleaSE explain how a beneficiary can have access to their husbands 401k.

Oct 01, 2015 by Tasha in  |  Flag
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You have to reach out to the providing company (American Funds, Fidelity, Transamerica) and they MAY have a form that can be filled out for another person to have authorization to receive information.

Comment   |  Flag   |  Oct 06, 2015

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John Essigman Level 17

Hi Tasha,

An IRA or 401(k) belongs solely to an individual. Beneficiaries cannot gain access or receive information until a death certificate or probate documents have been supplied.

As stated previously by Christopher, you may need a special form, a power-of-attorney, or both to gain access. Often-times custodians will not honor a power-of-attorney until it has been recorded in the county records or issued by a judge.

Regards John Essigman www.bluecreek.net

Comment   |  Flag   |  Oct 11, 2015 from Cleveland, GA

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