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<DIV>I think you should explain the function of the affidavit is to avoid
probate, and the form of affidavit generally says no probate has been opened and
the affiant has given notice, etc., and is entitled to the receipt of the
funds. therefore the EIN should be the affiant’s SSN. That should
satisfy the dummies that their perceived need to issue a 1099 is satisfied if
the affiant’s no. is used. The IRS needs no more than that they know where
to tax an amount if a tax is due. </DIV>
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<DIV style="font-color: black"><B>From:</B> <A title=jamia@jamiaburnslaw.com
href="mailto:jamia@jamiaburnslaw.com">Jamia Burns</A> </DIV>
<DIV><B>Sent:</B> Wednesday, March 06, 2019 12:41 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
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<DIV><B>Subject:</B> [WSBAPT] Small Estate Affidavit and
Retirement</DIV></DIV></DIV>
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<DIV dir=ltr>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!
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<DIV>Jamia S. Burns<BR>Attorney at Law<BR>(360) 739-6379</DIV>
<DIV style="FONT-SIZE: 12px">Office: 1200 Dupont St., Suite 1-D</DIV>
<DIV><SPAN style="FONT-SIZE: 12px">Bellingham, WA 98225 (By Appointment
Only)</SPAN></DIV>
<DIV>Mail: P.O. Box 29453</DIV>
<DIV>Bellingham, <FONT color=#000000>WA 98228</FONT></DIV>
<DIV><FONT color=#000000><FONT color=#000000><A
href="mailto:jamia@jamiaburnslaw.com"
target=_blank>jamia@jamiaburnslaw.com</A></FONT></FONT></DIV>
<DIV><FONT color=#000000><A href="http://www.jamiaburnslaw.com"
target=_blank>www.jamiaburnslaw.com</A></FONT></DIV>
<DIV> </DIV>
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