Q: What information is required of a person to be named a beneficiary, other than their name?
They live in Texas, are not related to me, and state their attorney requires certain information. I am concerned about a swindle. Are there any instances that require more information than a name? Will they need my SSN? Bank account info? Etc.?
A: It is likely that they would ask your name and address, so that they can keep you informed regarding the estate. They should not ask confidential information like SSN, bank accounts, etc. If something they asks makes you uncomfortable, don't do it.
Nina Whitehurst agrees with this answer
A: Some companies require a SSN for a beneficiary designation.
Nina Whitehurst agrees with this answer
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