[WSBAPT] Problem with KeyBank IRA

[Diane J. Kiepe]

Sadly
Despite common sense, Key bank will likely only accept a court order.

I would think you could get it ex parte with a declaration from surviving spouse as to facts of names belonging to one person

Sent from my iPhone

On Aug 25, 2022, at 2:29 PM, Joshua Grant <jgrant at advocateslg.com> wrote:


My client is PR of an estate of his wife.  One asset is an IRA at KeyBank in decedent’s middle and last name only. Not uncommonly, decedent generally went by her middle and last name.  When she invested $$ in this IRA she used her Middle and Last Name.  Surviving Spouse is the beneficiary.  KeyBank asked for a copy of her Social Security card because the death certificate has first middle and last name (which would match the death certificate).  No social security card exists and social security won’t issue a new one to a dead person.  Bank insists on a copy of a social security card I guess so that they can see all 3 names of decedent, notwithstanding they have a death certificate and letters testamentary, each of which has all 3 names.
Suggestions?

Joshua F. Grant
[image001.png]
P. O. Box 619
Wilbur, WA 99185
509 647 5578
jgrant at advocateslg.com

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