So, we areseeti g up a bunch of contingent beneficiaries on our various retirement accounts, this on the advice of our attorney.
One of the beokerage accounts we have* is absolutely requiring that we provide Social Secuity numbers and tax ID's for our fozen conti gient beneficiaries.
This sucks SO MUCH because I have no intention of telling at least one person on our list of contingent beneficiaries that I need her SS number so that se can receive payout if I die.
So my options are
1) tell her, and then collect her SSnp as well as the numbers of all others
2) just make our Trust the c ti gient beneficiary
3) move tha money to a different brokerage accouny
I am not really asking question, but am reporting on this state of affairs.