Do I have to give my social security number to someone that’s over a living trust to receive my inheritance

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Do I have to give my social security number to someone that’s over a living trust to receive my inheritance

My auntie passed away she left her trust
in someone else’s hand so now they are
asking for my social security number in
order for me to receive my inheritance I
am a beneficiary in the living trust the
trustee is asking me to give my social
security number I want to know do I have
to give it to them

Asked on May 21, 2018 under Estate Planning, California

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 3 years ago | Contributor

Yes, you do: your SSN is a unique identifier, and they have the right to make sure that the inheritance is going to the right person. They also likely need it for certain tax forms or tax filings they have to make if they distributing money to you.


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