Hi...I am wanting to know if there is a time limit on filing claim as an annuity beneficiary. My mother died 4 months ago...my brother and I were joint beneficiaries. The company is ING. It has been a difficult time and I haven't finished the paperwork for my portion of the beneficiary. Then...two weeks ago my brother dropped dead.
This is a short version of the story...I am concerned that I may have lost my claim as a beneficiary. I am sorry I don't know all the financial terms...I hope I am making sense.
Last week my son talked to ING for me and they told him that I would assume my brothers portion of the annuity too...since no one else is named on the contracts. He has a wife and grown children...it would seem to me that his portion of the contracts would fall to his wife. His will left everything to her.
I would sincerely appreciate it if anyone could help me here. I am very worried about my status as beneficiary. Thanks!!
Mike
This is a short version of the story...I am concerned that I may have lost my claim as a beneficiary. I am sorry I don't know all the financial terms...I hope I am making sense.
Last week my son talked to ING for me and they told him that I would assume my brothers portion of the annuity too...since no one else is named on the contracts. He has a wife and grown children...it would seem to me that his portion of the contracts would fall to his wife. His will left everything to her.
I would sincerely appreciate it if anyone could help me here. I am very worried about my status as beneficiary. Thanks!!
Mike