The cause some states charge the custodian to attempt to locate heirs before they escheat the account to the state.Are you sure you're working with Fidelity and this isn't some type of scam? How would Fidelity know your uncle is a relative of his deceased brother? And if this is "“for an account with no designated beneficiary” why wouldn't they simply turn it over to the state as unclaimed property?
Statistics: Posted by LotsaGray — Wed Mar 20, 2024 10:48 pm — Replies 5 — Views 861