[WSBAPT] Small Estate Affidavit and Retirement

[Jamia Burns]

Potential client's spouse died. She was not listed on his Boeing Retirement
as a beneficiary. Boeing will accept a Small Estate Affidavit, but they are
demanding an EIN for the Estate. The online form at IRS.gov requires that
probate has been opened to get the EIN for the Estate. Even if we get an
EIN, then they will write the check to the "Estate of decedent" and
surviving spouse will not be able to cash it. Any advice greatly
appreciated!

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
Mail: P.O. Box 29453
Bellingham, WA 98228
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

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