How Do I Claim a Deceased Parent’s Retirement Funds? | NC

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Q: How do I claim retirement funds on behalf of a deceased parent's estate? A: First, confirm that the retirement plan or annuity actually names the estate as beneficiary. A beneficiary designation generally controls, and a will usually does not override it. If the estate is named, only a qualified personal representative may claim the funds. In North Carolina, the executor or administrator must…