California | Wills and Trusts

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Asked on: 4/20/08, 5:49 am

Inherit Late Wife's IRA

I'm a widower, no children, permanent resident of Spain, former resident of California until 1997.

I'm named as beneficiary of my late wife's IRA. What do I have to do to get the IRA changed from her name to my name?

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Re: Inherit Late Wife's IRA Call the bank managing the IRA. They will tell you what the procedure is. They will send you forms to fill out....

Answered By:

Frankie Woo

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Re: Inherit Late Wife's IRA Check with the institution that holds the IRA. At a minimum you will have to send them a death certificate and proof of your identity....

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Mitchell Roth

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Re: Inherit Late Wife's IRA You need her death certification and some form of identification. It should be handled by the IRA administrator outside of court....

Answered By:

Phillip Lemmons, Esq.

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Re: Inherit Late Wife's IRA Sorry about the loss of your wife. Seems to me all you would need is a certified death certificate, send it along with a letter requesting a change of ...

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Michael Stone

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