We have a Joint Brokerage Account and added 2 Beneficiaries, so far so good. The new statement now list the account with TOD, ok.
I called the brokerage house looking for "something" that I print and toss in the death book about who are the listed beneficiaries, they tell me that cant be done.
I verified over the phone and they have the correct beneficiaries, I also have the original fax, that's the best I can do.
Does the above sound right?
I guess its one step better then our Vanguard Joint Account that adding Beneficiaries is not allowed at all!
Thanks for the input,
I called the brokerage house looking for "something" that I print and toss in the death book about who are the listed beneficiaries, they tell me that cant be done.
I verified over the phone and they have the correct beneficiaries, I also have the original fax, that's the best I can do.
Does the above sound right?
I guess its one step better then our Vanguard Joint Account that adding Beneficiaries is not allowed at all!
Thanks for the input,