Page 36 - Bruegemanns FH
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re-issue. of a certified copy of a Death
– Co Ownership Bond: (Two names on Certificate to each company in which
Bond) Survivor becomes the owner, a stock is jointly owned.
beneficiary or co-owner may be added. • Individual Retirement Account (IRAs)
– Consult a bank or attorney with any – If the decedent was paying into an
questions relating to bonds. Individual Retirement Account (IRA),
• Stocks and Bonds: the amount in the account will go to
– Stocks in decedents sole name require the beneficiaries. Consult employers
probate action. Contact an attorney for or an attorney regarding the status of
instructions. retirement plans as well as any survivor
– Stock owned jointly may be transferred benefits.
to the surviving owner by presentation
Page 36 - Brueggemann Funeral Home of East Northport, Inc.
