What paperwork releases funds from a payable-on-death account? | NC

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Q: What paperwork is usually needed to confirm and release funds from a payable-on-death account after someone dies? A: Usually, the beneficiary can claim a true payable-on-death account directly from the bank or credit union—without opening an estate just to access that account. Most institutions will ask for a certified copy of the death certificate, the beneficiary’s government-issued photo…