On Dec 14, 6:37*am, Thumper <jaylsm...[at]comcast.net> wrote:
- quote -

I suppose that could be the case if one of the partner dies in a state
that doesn't recognize same-sex marriage. Or perhaps if the IRA
custodian is in a state that doesn't recognize them.

Dave

On Sat, 13 Dec 2008 23:05:48 -0600, Dave Dodson
<dave_and_darla[at]Juno.com> wrote:

- quote -

Might be tough if you are in a same sex marriage.
Thumper

On Dec 12, 11:07*am, "Gil Faver" <rowdy'sb...[at]xxyz.com> wrote:
- quote -

IMO, you are entitled to your privacy. BUT... it depends on the
brokerage company. I don't believe there is a regulatory guideline on
the matter and if there is I can assure you it's not vehemently
followed. I've submitted IRA forms without beneficiary SSN's before.
Some companies reject the request outright, others will process the
request, but ask you to obtain the SSN (there's not any real
consequence if you ignore their request) and still others will accept
the beneficiary request without issue. Whatsmore, I recently had a
brokerage company accept a bene without SSN, but when I went to
transfer the money to another brokerage company and they refused until
the account paperwork was "in good order". Minor inconvenience.

I would try explaining your predicament to the brokerage company and
see what they say.

Or maybe you could get the info from your siblings, but I'd understand
if you are reluctant to tip them off too.

Company policy aside, the more info you can give the less likely the
possibility of a beneficiary gtting lost. But even that's not likely
unless a close-knit family becomes unraveled.