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  1. C

    Death after receiving direct rollover distribution checks.

    My mother passed away just after receiving two 401k rollover checks that are directly address to the destination IRA FBO Mom and not the 60-day indirect type made out directly to her. My sister and I are beneficiaries on the original 401ks, the destination IRA, and in the will for all the assets...
  2. C

    Death during a 401k rollover distribution

    Participant died in the middle of two 401k rollover distributions and the checks have yet to be deposited into an IRA. Checks dated days just prior to passing. Beneficiaries are designated correctly, however claims to the benefits have yet to be settled. Estate matters would work in the...
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