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Re: cassiecasa post# 641930

Thursday, 12/17/2020 11:09:45 AM

Thursday, December 17, 2020 11:09:45 AM

Post# of 749756
"They will go to the beneficiary on the account."

MAKE SURE the beneficiary, KNOWS THEY ARE A beneficiary!

I was a beneficiary on my mothers account.

I HAD TO CONTACT the Brokerage and TELL THEM to do the transfer!

In fairness, there was 'no value' showing for these markers, but they SHOULD HAVE BEEN transferred as part of the process.

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