Is it a necessary requirement if I was asked to be a beneficiary for a Will but was told by the party that they need my SSN and date of birth? because I do not want anyone to have my social security number.

I do not want anyone to have my SSN.

Asked on December 26, 2018 under Estate Planning, Florida

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 1 year ago | Contributor

No, there is no requirement that a beneficiary provide his or her social security numer and date of birth--you can be made a beneficiary without these things.
And who "asks" you to be beneficiary? They don't need to "ask" you--people can leave their money, assets, etc. to whomever they want and don't need to clear it ahead of time.
Something sounds suspicious here.


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