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Asked 2/3/2010
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My widowed father who passed away in Aug. 09 has a 401k that my 2 brothers and I inherited. We do not have a tax identification number for settlement of estate. I was told by a representative of the company that 401k is with to write a letter stating that the social security number of the deceased is/was being used for settlement of estate, send with a W9 that my brother and I had both signed (filled in with my father's name, address and social security number), along with letters testamentary appointing us co-executors. I did all that and now have received a call from 401k company--now they need an irs form that tin is not required for settlement of estate. I was told to search online, but have not been successful in locating said irs form. Is there such a form and what is the number? The 401k is less than $40,000. Please respond. |
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