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I hold a JD (Juris Doctorate, a doctoral degree in the law), with concentration in Tax Law, Estate law & Corporate law, an MBA, with specialization in finance & tax, as well as CFP® and CRPS designations. - I’ve been providing financial & tax advice since 1986.
Hi - I can help here.
What you'll likely need to do is (1) use a joint account if you still have one, (2) Ask them to make the check to you as the beneficiary or (3) get an ein for the estate and have them make the check payable to the estate (if they will not pay to you, sya, because you may not have been on the account as beneficiary)
Was this a lump sum from, say, a pension plan? because of her passing?
Or a lump sum for some other reason, such as her coincidentally leaving employment at around the same time
If it was in-deed a death benefit and the check came made to your wife's name two things could have happened (1) they made it out to her name by mistake (2) they may not have had beneficiary on file
Again, if you'll let me know about the source of the funds I can help here.
I'm not sure what csf check means
and also could you tell me if this was a retirement fund check, severance check, etc.. that would help
I'm sure I can help you here if you can provide more information