I think the problem arose because your relative went to the adviser of the current account and tried to transfer it that way. Of course there was opposition on his part to losing an account. The easier way is to go to Fidelity, set up the transfer IRA account in the name of deceased, for benefit of survivor, and Fidelity will handle all the paperwork for the direct trustee to trustee transfer of the assets.
- posted
16 years ago