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Personal Finance (Not Investing) • Please help me help my uncle with an inherited 401K

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Thanks to all who have offered advice and/or related their own experiences, it helps knowing this situation isn’t that out of the ordinary.

Presently the death certificate count is 7 in hand, 3 in process and the last one I will probably be lucky to find a SS#. He passed young in 1972 from a rare disease. What I do have is a quarter page article/obituary written by a newspaper reporter about him. His parents and all his siblings names are mentioned and jive with the certificates. Hey, if you read it in the paper it’s true right?

I’m calling Fidelity tomorrow for advice on that one, and press for more information on the account.
https://www.ancestry.com/search/collections/3693/
For that one relative: If you have a ballpark figure on birthdate and death date, or an unusual last name, etc: Ancestry has social security death index online. You can enter relevant info and they'll tell you if they have the record. They have free trials. (I don't have a membership; they used to occasionally make it available for free for a few days at a time.)
One caveat: Not all deaths get reported to SS. I have a relative who died young in 1987, and his death isn't in the SSDI.


Thanks so much for the information, I will check it out. I do have his date of birth and death and I can request a an uncertified death certificate but because I am not an immediate family member (niece) I cannot request a certified one which is what most financial businesses want. Spoke to a benefits rep and his advice was to send what I could and see what the legal dept had to say. He was of the opinion that the main concern that someone was going to pop up in the future and make a claim.

Statistics: Posted by Ktndlx — Fri Mar 22, 2024 8:58 pm — Replies 22 — Views 2360



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