Does anyone have firsthand experience with the transfer of assets of a JTWROS to the surviving tenant after the other one passed away, when both of them were NRAs?
I would like to hear how was the process and what documents the broker demanded. I'm most interest in how things work within IBKR, but experiences in any brokers would be very valuable.
I would like to hear how was the process and what documents the broker demanded. I'm most interest in how things work within IBKR, but experiences in any brokers would be very valuable.
Statistics: Posted by newspaper — Tue Nov 19, 2024 5:01 pm — Replies 1 — Views 161