Chucklehead
Junior Member
What is the name of your state? California
I notified the benefits provider of my friend's death; they researched and then advised they would release money to an estate. But there were beneficiaries for these accounts on file; I submitted his paperwork showing this. They advised they are not accepting what I submitted but will not provide in writing this determination.
Must these monies have to go through probate when there is beneficiary information on file? Also, some other information stated to me in different phone conversations has been contradictory. Are they allowed to provide information verbally only or can I insist everything be done in writing?
I notified the benefits provider of my friend's death; they researched and then advised they would release money to an estate. But there were beneficiaries for these accounts on file; I submitted his paperwork showing this. They advised they are not accepting what I submitted but will not provide in writing this determination.
Must these monies have to go through probate when there is beneficiary information on file? Also, some other information stated to me in different phone conversations has been contradictory. Are they allowed to provide information verbally only or can I insist everything be done in writing?