The first weeks
Handle retirement accounts (401(k), IRA, pension)
Retirement accounts usually go to a named beneficiary and skip probate. A surviving spouse has more rollover options than other beneficiaries. Ask the plan administrator for their beneficiary claim form.
What you'll need
- A certified copy of the death certificate
- Account or plan numbers
- The beneficiary's ID
Get help with this
Why we recommend Sunset
Sunset can find old 401(k)s and other retirement accounts and help transfer them.
Trusted partner
Sunset
At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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