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What documents does a guardian need to collect retirement benefits? | NC

Pierce Law Group

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Q: What documents does a guardian typically need to provide to collect retirement benefits for an adult child with disabilities? A: Usually, the retirement plan or system will want three things—proof of who the beneficiary is, proof the plan member died, and proof the guardian has legal authority to receive and manage money for the adult child. For a court-appointed guardian, the key document is…

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