Q: My mother passed 2/6/17 and has some stock in her name. The beneficiary forms to make my sisters and I equal beneficiars
Never went through. We were not notified. It was put on my mothers online account. She was legally blind and would not have know how to Check that . What can we do to claim
Her stock. It has now increased in value . How long before the value goes to
The state?
A:
Just contact the company. They will send you the correct forms to fill out. You will likely need to fill out an affidavit of residence and provide the death certificate and letters of administration. You will also likely need to have some of the forms authenticated with a "medallion guarantee". Most commercial banks can help you out.
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