How do I find out if a closed brokerage account had a beneficiary? | NC

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Q: How can I find out whether a deceased person's brokerage account had a beneficiary or rights of survivorship before it was closed? A: The main way is to get the brokerage firm's historical records for that account. The most important documents are the account opening papers, any beneficiary designation form, the account registration history, monthly statements, tax forms, and the final…