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Do I need prior beneficiaries’ death certificates for annuity? | NC

Pierce Law Group

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Q: Do I need death certificates for prior beneficiaries to claim annuity proceeds? A: Usually, yes. The annuity company will normally require a certified death certificate for the owner, and it may also require certified death certificates for any named beneficiaries who died before the owner. Those certificates prove that the earlier beneficiaries cannot receive the proceeds. Then the company…

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