Was a CD reissued with a different beneficiary? | NC

About this video

Q: How do I find out whether a CD was liquidated and reissued with a different beneficiary? A: Start with the financial institution. Send a written request to the bank’s deceased-account or estate department. Include your identification, a certified death certificate, and any certificate of deposit statements, maturity notices, tax forms, or account numbers you have. Ask for the date-of-death…