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About hduncel

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  • City and State Dallas, TX
  1. Just curious. I haven't transferred anything since early-mid 2000's. Thanks. Howard
  2. Transfer from Estate to Named Beneficiary

    Thanks to all who responded. After posting I realized I should have used the term "named Heir" vs. beneficiary. Just wasn't thinking straight at the time.
  3. I really hate to ask, but it's been "a while" since I completed any ATF forms, and with the current situation I'm just preppint to make things easier for my wife if something were to happen to me. Are both FP cards and Photos required for Form 5 transfers to a Named Beneficiary now? In the past only Photos were required, but the current Form 5 instructions don't appear to indicate an exception for FP cards. Can someone please clarify? Thanks in advance!! Howard