do you have to give your social security number to the person whom you are a beneficiary in her trust or will
Asked on 10/03/12, 8:47 am
1 Answer from Attorneys
Erin Mauriah Conway-Spatola
Goff, Conway-Spatola Law Group
If you are a beneficiary and receive a distribution a K-1 statement should be provided by the Trustee's or the personal representative's CPA. The CPA will want your social security number to link the distribution from the estate to the beneficiary.
Answered on 10/03/12, 9:02 am
