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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Although banks and institutions often make up things as they go, I think in this case they may be correct in their requirements, given that minors are involved ( I would
ask for the IRA Contract). I feel like many years ago I did a TEDRA for a financial institution and set up a custodial account to receive payments and that was followed by Order of the Court but it was not chase.<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal">Douglas Eden, P.S.<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave., Suite 1500<o:p></o:p></p>
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<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Anna Van Pelt<br>
<b>Sent:</b> Wednesday, January 3, 2024 12:16 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Chase & Minor Beneficiaries<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Happy New Year!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Has anyone had any luck getting Chase to distribute IRA funds to a minor beneficiary without having the parent get appointed as conservator first? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Grand-aunt thought she was being generous leaving part of her IRA to her minor grand-nephew and grand-niece, but Chase sounds like they won't distribute the funds
unless a court appoints their parent as conservator. Kids are not mentioned at all in the will, though there is a probate started already. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Thanks,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Anna<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#202124">Van Pelt Law
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<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#202124">(206) 635-7250<o:p></o:p></span></p>
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