Legal Question in Wills and Trusts in New Jersey

I am a Class D Beneficay to an IRA, what do i eed to claim the money from a bank ? I am not related to this person in any way, the account is in a New Jersey Bank


Asked on 2/09/15, 2:45 pm

1 Answer from Attorneys
Jonathan Chester The Law Office of Jonathan S. Chester, Esq., LLC

You should ask the bank as in my experience, they all seem to have their own rules about what is required these days....Typically, to transfer the IRA you will need a certified copy of the decedent's Death Certificate and in all likelihood NJ Inheritance Tax waiver.

Read more
Answered on 2/10/15, 5:39 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in New Jersey