Legal Question in Technology Law in Connecticut

on line search es for IRA beneficiary

Who can I find to locate an IRA for which I am named beneficiary but do not know the name of the institution holding the IRA? Are there reputable search companies on line?


Asked on 12/07/07, 11:20 am

1 Answer from Attorneys
David Anderson Anderson Business Law LLC

Re: on line search es for IRA beneficiary

How do you know you are named beneficiary? If you have that information, you probably also know the Accountholder's name. THAT's where the search should start. Asset search firms will be able to locate accounts that way, esp. if you have a SS # for the accountholder.

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Answered on 12/07/07, 7:19 pm


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