Legal Question in Investment Law in California

My ex wife recently passed away. I was contacted by mail by our credit union who explained that I am listed as the primary beneficiary on her individual IRA account. They requested than I complete a "close account letter" and a "IRA Withdrawl form" and provide a copy of my drivers license and a certified copy of her death certificate. I did so. Her two daughters are listed as alternates #1 and #2 and have placed a freeze on the account stating that I am not entitled to the money because of the divorce and it was an oversight that their mother failed to remove me as beneficiary. The credit union is "checking with their inhouse attorney on the legality" My question is am I still entitled to the money?

Asked on 8/07/12, 9:30 pm

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No way to answer this with any degree of certainty, but probably not, unless it was part of your divorce judgment that you get it.

Answered on 8/07/12, 10:33 pm

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