If a client already has a beneficiary IRA and wants to roll it over, do you have to have a death certificate?

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No

Do you mean an inherited IRA?

I needed one when I did an inherited Roth transfer, may just be internal requirement tho

Death certificate is public record if you have decedent's name

No

Sometimes... I see the LPL guys saying no but we clear through LPL and do sometimes need it. It depends

Our firm requires it, not sure about ML. Regardless it’s a good practice to ask for one when rolling one over.

No

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