Is it normal for the law firm handling an estate to require a copy of a beneficiary’s W9 and SSN before they can receive their share of the estate funds?

Asked on October 1, 2013 under Estate Planning, North Carolina


FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney

Answered 7 years ago | Contributor

Ordinarily it is not normal to ask for a beneficiary to provide a W-9 and his or her soscial security number before receiving a share of the estate. I can see a social security number to make sure that the beneficiary is the correct beneficiary. I would question the attorney for the need for such information.

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