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LuckyPanda

12/17/20 9:47 AM

#641955 RE: cassiecasa #641930

Thank you Cassie. I just wanted to confirm.
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goodietime

12/17/20 11:09 AM

#641994 RE: cassiecasa #641930

"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.